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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 | 2024-06-04 |
| AL | RA | APPROVED | 2023-09-01 |
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Phoenix | AZ | 05/2010 | Present |
| School | Fairhope | AL | 05/2000 | Present |
| Osaic Wealth, Inc. | Fairhope | AL | 09/2023 | Present |
1. CALLAHAN FINANCIAL SOLUTIONS, 116 FAIRHOPE AVE , FAIRHOPE AL. 10 HOURS PER MONTH, 1 HOUR DURING TRADING HOURS . ACTIVITY CONSISTS OF EVALUATING AND IMPLEMENTING FIXED AND TRADITIONAL INSURANCE PRODUCTS TO ADDRESS CLIENT ISSUES. PRODUCTS INCLUDE TERM LIFE , UNIVERSAL LIFE, WHOLE LIFE AND FIXED ANNUITY ALTERNATIVES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-27 |
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