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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| MA | RA | APPROVED | 2023-09-01 |
| NH | RA | APPROVED | 2023-09-01 |
Branch Locations
175 State Street Suite 2B, Belchertown, MA 01007 • United States
369 Main Street Suite 8, Spencer, MA 01562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Belchertown | MA | 10/2014 | 09/2023 |
| Osaic Wealth, Inc. | Belchertown | MA | 09/2023 | Present |
1. ODYSSEY WEALTH MANAGEMENT GROUP, LLC; 175 STATE STREET, SUITE 2B, BELCHERTOWN, MASSACHUSETTS, 01007; INVESTMENT RELATED: YES; POSITION: PARTNER; START DATE: 10/27/2014; HOURS: 10; SECURITY HOURS: 10; BRIEF DESCRIPTION OF DUTIES: INSURANCE BROKER, LIFE, FIXED ANNUITIES, LTC & DI. 2. ODYSSEY WEALTH MANAGEMENT GROUP, LLC; POSITION: PARTNER; NATURE: LLC; INVESTMENT RELATED: YES; NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 10; START DATE: 10/27/2014; ADDRESS: 175 STATE STREET, SUITE 2B, BELCHERTOWN MA 01007; DESCRIPTION: INSURANCE BROKER; LIFE, FIXED ANNUITIES, LTC, DI.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-29 |
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