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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2024-09-05 |
| IL | RA | APPROVED | 2024-05-16 |
| ID | RA | APPROVED | 2024-05-13 |
| MN | RA | APPROVED | 2024-05-13 |
| NC | RA | APPROVED | 2024-02-20 |
| MI | RA | APPROVED | 2023-09-01 |
| SC | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
6515 Grand Teton Plaza Suite 135, Madison, WI 53719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sam Greco And Associates Financial Resources | Middleton | WI | 06/2010 | Present |
| Sagepoint Financial | Middleton | WI | 06/2012 | 09/2023 |
| Osaic Wealth, Inc. | Madison | WI | 09/2023 | Present |
1. SAM GRECO FINANCIAL POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 48 START DATE: 07/01/2010 ADDRESS: 6515 Grand Teton Plaza, Suite 135, Madison WI 53719, United States DESCRIPTION: Solicit and conduct life insurance and fixed annuity sales - including taking applications and follow through to policy issuance. 2. SAM GRECO FINANCIAL - NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public in the state of Wisconsin. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/13/2012 ADDRESS: 6515 Grand Teton Plaza, Suite 135, Madison WI 53719, United States DESCRIPTION: Notarize documents for current clients/customers. 3. SGF, LLC POSITION: SGF, LLC is the entity from which I am paid. NATURE: SGF, LLC is the entity from which I am paid. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 6515 Grand Teton Plaza Ste 135, Madison WI 53719, United States DESCRIPTION: SGF, LLC is the entity from which I am paid. 4. PROADVISOR SOLUTIONS, LLC POSITION: Sole Member NATURE: LLC set up for tax and payroll purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/29/2024 ADDRESS: 6515 Grand Teton Plaza Ste 135, Madison WI 53719, United States DESCRIPTION: Entity is used for tax and payroll purposes only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-04 |
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