Andrea Lynee Ashbacher

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Orange, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Vista, CA

Previous Registrations

• 2007-12-21 → 2023-09-01
  Osaic Services, Inc.
  Vista, CA
• 2000-11-13 → 2002-12-31
  Sunamerica Securities, Inc.
  Solano Beach, CA

Other Businesses

1) SAGEPOINT CORPORATE INVESTMENT ADVISORY SERVICES; 1741 EL DORADO CT. VISTA, CA 92084; 2005 TO PRESENT; 20 HOURS PER WEEK. 2) INSURANCE RECOMMENDATIONS (LIFE, HEALTH, FIXED ANNUITIES); 1741 EL DORADO CT. VISTA, CA 92084; 1994 TO PRESENT; 15 HOURS PER MONTH. 3) ANDREA ASHBACHER; POSITION: LAND - PROPERTY OWNER; NATURE: SOLE PROPREITORSHIP; INVESTMENT RELATED: NO; NUMBER OF HOURS: 20; SECURITIES TRADING HOURS: 5; START DATE: 04/01/2015; ADDRESS: 1741 EL DORADO CT. VISTA, CA 92084; DESCRIPTION: PROPERTY MANAGEMENT OF RENTAL PROPERTY. 4) ASHBACHER & ASSOCIATES, INC. POSITION: President/Employee NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/22/2016 ADDRESS: 1741 El Dorado Ct., Vista CA 92084, United States DESCRIPTION: This corporation was established for tax reporting purposes. The earnings from SagePoint are sent to my corporation and I am paid a salary (W-2). 5) ANDREA ASHBACHER POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 08/01/1996 ADDRESS: 1741 El Dorado Ct., Vista CA 92084, United States DESCRIPTION: sales of life, health, disability, and long term care insurances 6) ANDREA ASHBACHER POSITION: Land - property owner NATURE: sole propreitorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2015 ADDRESS: 1741 El Dorado Ct., Vista CA 92084, United States DESCRIPTION: property management of rental properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-18
• S63 Uniform Securities Agent State Law Examination
  1996-05-14