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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
| KY | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
4815 W Arrowhead Rd Suite 230, Duluth, MN 55811 • United States
10900 Wayzata Boulevard Suite 850, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Duluth | MN | 03/2010 | 09/2023 |
| Osaic Wealth, Inc. | St Louis Park | MN | 09/2023 | Present |
1. INSURANCE AGENT POSITION: Licensed Agent NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/16/2022 ADDRESS: 10900 Wayzata Blvd, Suite 850, Minnetonka MN 55305, United States DESCRIPTION: Provide clients with life, disability, long-term care insurance and annuities. 2. VEDADI WEALTH MANAGEMENT POSITION: Owner/Financial Advisor NATURE: S-Corp established for our wealth management business. It is used to run compensation, business expenses, employee payroll, retirement plan, etc. through for tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/16/2022 ADDRESS: 10900 Wayzata Blvd, Suite 850, Minnetonka MN 55305, United States DESCRIPTION: As owner of the S-Corp, I am responsible for all aspects of the business including its revenue and expenses, operations, payroll, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-05 |
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