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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 07/2008 | 10/2017 |
| Sagepoint Financial, Inc. | Los Ranchos | NM | 10/2017 | 12/2020 |
| Osaic Wealth, Inc. | Los Ranchos | NM | 09/2023 | Present |
| Sagepoint Financial, Inc. | Los Ranchos | NM | 01/2021 | 09/2023 |
MELISSA MINTER, INSURANCE AGENT POSITION: Melissa Minter, insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/07/2022 ADDRESS: 365 Schulte Rd NW, Los Ranchos NM 87107, United States DESCRIPTION: insurance sells
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-11 |
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