Lisa Marie Fourr

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-09-01

CA RA
APPROVED

Since 2023-09-01

Branch Locations

1817 West Ave K Suite 203, Lancaster, CA 93534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sagepoint Financial, Inc	Torrance	CA	01/2009	09/2023
Osaic Wealth, Inc.	Lancaster	CA	09/2023	Present

01/2009 → 09/2023

Sagepoint Financial, Inc

Torrance, CA
09/2023 → Present

Osaic Wealth, Inc.

Lancaster, CA

Previous Registrations

2007-07-31 → 2023-09-01

Osaic Services, Inc.

Lancaster, CA

Other Businesses

1. INSURANCE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/24/1997 ADDRESS: 1817 W Avenue K, Suite 203, Lancaster CA 93534, United States DESCRIPTION: Fixed Insurance, that is, investment-related. An example is Fixed Annuities and Life Insurance. 2. NOTARY POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2004 ADDRESS: 1817 W Avenue K, Suite 203, Lancaster CA 93534, United States DESCRIPTION: A notary is used to accommodate securities transactions. No fee is collected for this service

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-06-08
S63	Uniform Securities Agent State Law Examination	1996-07-17

S65 Uniform Investment Adviser Law Examination

2007-06-08
S63 Uniform Securities Agent State Law Examination

1996-07-17

Designations

Other Names

Lisa Ennis
Lisa Marie Fourr

View on SEC IAPD