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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-09-01
  • OR RA
    APPROVED
    Since 2023-09-01

Branch Locations

17933 Nw Evergreen Pkwy Suite 111, Beaverton, OR 97006 • 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
OrganizationCityStateFromTo
Lomas Financial Services Inc. Hillsboro OR 05/2011 Present
Mortgage Trust Portland OR 06/2016 10/2017
Guild Mortgage Portland OR 10/2017 09/2018
Hometown Lenders, In. Portland OR 04/2020 Present
Sagepoint Financial, Inc. Hillsboro OR 05/2021 09/2023
Osaic Wealth, Inc. Beaverton OR 09/2023 Present
  • 05/2011 → Present
    Lomas Financial Services Inc.
    Hillsboro, OR
  • 06/2016 → 10/2017
    Mortgage Trust
    Portland, OR
  • 10/2017 → 09/2018
    Guild Mortgage
    Portland, OR
  • 04/2020 → Present
    Hometown Lenders, In.
    Portland, OR
  • 05/2021 → 09/2023
    Sagepoint Financial, Inc.
    Hillsboro, OR
  • 09/2023 → Present
    Beaverton, OR
Previous Registrations
  • 2023-05-10 → 2023-09-01
    Osaic Services, Inc.
    Beaverton, OR
Other Businesses

1) Lomas Financial Services Position: Licensed Agent; Nature: Corporation; Investment related: Yes; Number of hours: 2; Number of trading hours: 2 Start Date: 1/1/2015 Address: 210 SE 4th Ave, Suite 2, Hillsboro, OR 97123 Description: Sell life insurance to existing clients. 2) Lomas Accounting Services Position: Administrative Assistant; Sole Proprietorship; Investment related: Yes; Number of hours: 10; Number of trading hours: 10 Start Date: 1/1/2014 Address: 210 SE 4th Ave, Suite 2, Hillsboro, OR 97123 Description: Providing administrative assistance during tax season. 3)BENCHMARK POSITION: Loan officer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2022 ADDRESS: 650 NE HolladaySt, Suite 1600 Office 1628, Portland OR 97232, United States DESCRIPTION: Provide home loan counselling, pre approvals, and applicationsfor residential purchases and refinances.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-09
  • S66 Uniform Combined State Law Examination
    2023-05-09
Other Names
  • Jonnie Logue

View on SEC IAPD

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