Edward Dante Capuzzi

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Lemont Furn, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lemont Furnace, PA

Previous Registrations

• 2017-03-30 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Lemont Furnace, PA

Other Businesses

1) COMMUNITY FOUNDATION OF FAYETTE COUNTY CFFC POSITION: Board Member NATURE: Charitable Foundation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS: 2 W. Main Street, #101, Uniontown PA 15401, United States : Board member (1 of 18). No financial responsibility, no check writing, etc. General involvement with scholarships and grants from foundation. 2) EDAC GROUP POSITION: General Partner NATURE: Partnership - Edward D Capuzzi Jr 50% - Julie A Capuzzi 50% INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 507 Mary Lane, Uniontown PA 15401, United States DESCRIPTION: Manage rental properties 3) EDWARD D CAPUZZI JR POSITION: Statutory Agent - NATURE: Other - Insurance business done through SagePoint Financial Insurance Services Division or as Independent Insurance Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1997 ADDRESS: 1320 Connellsville Road, Lemont Furnace PA 15456, United States DESCRIPTION: Providing insurance to existing clients on an as needed basis.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1995-11-24

Other Names

• Edward Dante Jr Capuzzi