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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 | 2026-07-07 |
| CA | RA | APPROVED | 2023-09-01 |
| MS | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
1200 N Mayfair Rd Suite 300, Milwaukee, WI 53226 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Milwaukee | WI | 01/2014 | 11/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 11/2017 |
| Mml Investors Services, Llc | Milwaukee | WI | 03/2017 | 11/2017 |
| Sagepoint Financial, Inc. | Milwaukee | WI | 11/2017 | 09/2023 |
| High Point Capital Group, Inc. | Milwaukee | WI | 12/2017 | 09/2023 |
| Osaic Wealth, Inc. | Milwaukee | WI | 09/2023 | Present |
1. HIGH POINT CAPITAL GROUP, INC. POSITION: Shareholder NATURE: S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/08/2017 ADDRESS: 1200 N Mayfair Rd, Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Attend shareholder meetings 2. TAYLOR HOSKINS POSITION: Broker NATURE: Sell Fixed Insurance products: life insurance and Medicare through crump INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/10/2017 ADDRESS: 1200 N. Mayfair Rd, Suite 300, Milwaukee WI 53226, United States DESCRIPTION: Selling Life insurance and medicare plans to clients in need. 3. HOSKINS FINANCIAL SERVICES LLC POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/16/2026 ADDRESS: N25W27286 Fairmount Court, Pewaukee WI 53072-4962, United States DESCRIPTION: Owner/President Set up for payroll/deposit of commissions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-31 |
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