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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
| ID | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Livermore | CA | 05/2012 | Present |
| Questar Asset Management | Minneapolis | MN | 09/2013 | 11/2016 |
| Sagepoint Financial, Inc. | Livermore | CA | 11/2016 | 09/2023 |
| Osaic Wealth, Inc. | Twin Falls | ID | 09/2023 | Present |
1) INDEPENDENT INSURANCE AGENT POSITION: INSURANCE AGENT NATURE: INSURANCE AGENT INVESTMENT RELATED: YES NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 20 START DATE: 07/30/2014 ADDRESS: 1007 EVE LANE, LIVERMORE CA 94550; DESCRIPTION: INSURANCE SERVICES. 2)N/A POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2012 ADDRESS: 583 I B Perrine Rd., Twin Falls ID 83301, United States DESCRIPTION: Providing insurance services for Life and Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-09 |
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