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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-12-13 |
| NC | RA | APPROVED | 2023-12-06 |
| TX | RA | APPROVED_RES | 2023-12-06 |
| FL | RA | APPROVED | 2023-09-01 |
| MD | RA | APPROVED | 2023-09-01 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial | Fort Lauderdale | FL | 07/2016 | 01/2017 |
| Sagepoint Financial, Inc. | Ft Lauderdale | FL | 01/2017 | 01/2018 |
| Sii | Charlotte | NC | 02/2018 | 11/2018 |
| Royal Alliance Associates, Inc. | Charlotte | NC | 11/2018 | 02/2023 |
| Sagepoint Financial, Inc. | Lakewood Ranch | FL | 02/2023 | Present |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 09/2023 | Present |
1. GEN 2 FINANCIAL POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/14/2023 ADDRESS: 5736 CHEECH GLN, Lakewood Ranch FL 34211-2277, United States DESCRIPTION: Accounting, record keeping 2. Creative Financial Network POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/14/2023 ADDRESS: 5310 NW 33rd Suite 206, Fort Lauderdale, FL 33309 DESCRIPTION: Selling fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-31 |
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