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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-20 |
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities, Inc. | Fort Lauderdale | FL | 11/2009 | 03/2017 |
| Mml Investors Services, Llc | Fort Lauderdale | FL | 03/2017 | 05/2019 |
| Sagepoint Financial, Inc. | Fort Lauderdale | FL | 05/2019 | 09/2023 |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 09/2023 | Present |
1) CREATIVE FINANCIAL NETWORK POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 05/28/2019 ADDRESS: 5310 NW 33rd Ave, Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Soliciting and Sales of Fixed Insurance product including Life Insurance, Long Term Care, Disability Insurance, Fixed Annuities. 2) GENERATIONAL WEALTH MANAGEMENT INC POSITION: President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/07/2002 ADDRESS: 5310 NW 33rd Ave, Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Corporation opened for tax purposes. 3) ROBERT REICH POSITION: Author NATURE: Fiction Novel Author INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 8 START DATE: 01/01/1800 ADDRESS: 5719 Oakmont Ave, Fort Lauderdale FL 33312, United States DESCRIPTION: Author of Fiction Novel
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-12 |
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