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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-30 |
| DE | RA | APPROVED | 2024-06-04 |
| NY | RA | APPROVED | 2024-06-04 |
| FL | RA | APPROVED | 2024-03-05 |
| NC | RA | APPROVED | 2024-03-04 |
| NJ | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
901 Cooper Street, Deptford, NJ 08096 • United States
375 North Main St. Suite A4, Williamstown, NJ 08094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Deptford | NJ | 04/2011 | 09/2023 |
| Osaic Wealth, Inc. | Williamstown | NJ | 09/2023 | Present |
1.OSAIC WEALTH, INC., CORP INVESTMENT ADVISOR INVESTMENT RELATED. IA SERVICES, 160 HOURS PER MONTH, 120 HOURS DURING TRADING HOURS. 901 Cooper St, Deptford, NJ 08096. 2. PLAN ONE FINANCIAL GROUP POSITION: Vice President & CCO NATURE: Other, Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2012 ADDRESS: 901 Cooper St, Deptford NJ 08096, United States DESCRIPTION: Marketing Name 3. INSURANCE POSITION: Other - Agent NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2011 ADDRESS: 901 Cooper St, Deptford NJ 08096, United States DESCRIPTION: Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-27 |
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