Thomas Jeffery Drake

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Pittsburgh, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Oakmont, PA

Previous Registrations

• 2014-03-20 → 2023-09-01
  Osaic Services, Inc.
  Oakmont, PA

Other Businesses

1. Patrick Financial Co., 420 Allegheny River Blvd., Oakmont, PA 15139; Licensed Insurance Producer 10/2011, Appx. 5-7 Hrs Per Month and 5-7 Hrs Per Month During Securities Trading Hours; Sagepoint Financial Co: Corporate RIA, Investment Advisor Representative 3/2014 Through Sagepoint Financial: 420 Allegheny River Blvd., Oakmont, PA 15139: Appx. 3-5 Hours Per Month and Appx. 3-5 Hours Per Month During Securities Trading Hours 2. PATRICK FINANCIAL CO. INC. POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 10/01/2011 ADDRESS: 420 Allegheny River Blvd., Oakmont PA 15139, United States DESCRIPTION: Sales and Service of Fixed Insurance 3. FORTE HOLDINGS LLC POSITION: Treasurer/Manager NATURE: Limited Liability Company, for the purpose of Managing and Developing Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2020 ADDRESS: 241 Cornwall Drive, Pittsburgh PA 15238, United States DESCRIPTION: Treasurer/Manager- various administrative activities in the operations of managing and selecting properties. 4. DRAKE FAMILY FOUNDATION POSITION: Treasurer/Board Member NATURE: 503c Foundation, non profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/27/2020 ADDRESS: 241 Cornwall Drive, Pittsburgh PA 15238, United States DESCRIPTION: Myself and other family memberswill aid in the administration and operation of the foundation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-18
• S63 Uniform Securities Agent State Law Examination
  2006-07-07