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Charles William Hinde

Osaic Wealth, Inc.

St. Joseph, MO

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-06-03
IA RA APPROVED 2023-09-01
MO RA APPROVED 2023-09-01
TX RA APPROVED 2023-09-01
  • KS RA
    APPROVED
    Since 2024-06-03
  • IA RA
    APPROVED
    Since 2023-09-01
  • MO RA
    APPROVED
    Since 2023-09-01
  • TX RA
    APPROVED
    Since 2023-09-01

Branch Locations

2407 North Woodbine Road, St. Joseph, MO 64506 • 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
Fidelity Investments Institutional Services Company, Inc. Westlake TX 07/2015 12/2017
Sagepoint Financial Saint Joseph MO 01/2018 09/2023
Osaic Wealth, Inc. St. Joseph MO 09/2023 Present
  • 07/2015 → 12/2017
    Fidelity Investments Institutional Services Company, Inc.
    Westlake, TX
  • 01/2018 → 09/2023
    Sagepoint Financial
    Saint Joseph, MO
  • 09/2023 → Present
    St. Joseph, MO
Previous Registrations
  • 2018-05-24 → 2023-09-01
    Osaic Services, Inc.
    St. Joseph, MO
Other Businesses

1. HERITAGE INVESTMENTS POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2019 ADDRESS: 2407 N WOODBINE RD, SAINT JOSEPH MO 64506-3700, United States DESCRIPTION: Provide life insurance and annuities to clients. 2. FAMILY GUIDANCE CENTER POSITION: Board of Directors NATURE: 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/14/2021 ADDRESS: 724 N 22nd Street, Saint Joseph MO 64506, United States DESCRIPTION: Board of Directors 3. HTG HOLDINGS LLC POSITION: Managing Partner NATURE: An entity used to manage the revenues and expenses of the business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 2407 N Woodbine, Saint Joseph MO 64506, United States DESCRIPTION: Manage the revenues and expenses of the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-03
S63 Uniform Securities Agent State Law Examination 2015-07-29
  • S66 Uniform Combined State Law Examination
    2018-05-03
  • S63 Uniform Securities Agent State Law Examination
    2015-07-29
Designations

View on SEC IAPD

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