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Perry Irwin Teplitsky

Osaic Wealth, Inc.

Chandler, AZ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-05-06
KS RA APPROVED 2023-09-01
OH RA APPROVED 2023-09-01
TX RA APPROVED 2023-09-01
WA RA APPROVED 2023-09-01
WI RA APPROVED 2023-09-01
  • AZ RA
    APPROVED
    Since 2024-05-06
  • KS RA
    APPROVED
    Since 2023-09-01
  • OH RA
    APPROVED
    Since 2023-09-01
  • TX RA
    APPROVED
    Since 2023-09-01
  • WA RA
    APPROVED
    Since 2023-09-01
  • WI RA
    APPROVED
    Since 2023-09-01

Branch Locations

1820 E Ray Rd. Suite C2C, Chandler, AZ 85225 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Double Eagle Ent. Tucson AZ 06/1980 Present
Sagepoint Financial Phoenix AZ 12/2008 09/2023
Osaic Wealth, Inc. Tempe AZ 09/2023 Present
  • 06/1980 → Present
    Double Eagle Ent.
    Tucson, AZ
  • 12/2008 → 09/2023
    Sagepoint Financial
    Phoenix, AZ
  • 09/2023 → Present
    Tempe, AZ
Previous Registrations
  • 2009-01-08 → 2023-09-01
    Osaic Services, Inc.
    Tempe, AZ
    Scottsdale, AZ
  • 2005-10-31 → 2008-12-31
    Osaic Services, Inc.
    Scottsdale, AZ
  • 2005-01-03 → 2005-10-31
    Sunamerica Securities, Inc.
    Scottsdale, AZ
  • 2003-10-23 → 2004-10-01
    Hoffman And Hock, Inc.
    Phoenix, AZ
Other Businesses

1) GRAYHAWK FINANCIAL SERVICES,YES,20909 N. 90TH PLACE #206 SCOTTSDALE, AZ 875255,OWNER,01/2008,100HRS,4HRS,THIS ENTITY WAS FORMED FOR TAX PURPOSES AND MARKETING ONLY. GRAYHAWK ASSET ADVISORS, YES, LLC,20909 N 90TH PLACE #206 SCOTTSDALE,AZ 85255,OWNER.12/2007,20HRS,0HRS,BUYING,RENTING AND SELLING REAL ESTATE,NO COMPENSATION. SAGEPOINT CORPORATE INVESTMENT ADVISORY,YES,20909 N 90TH PLACE#206 SCOTTSDALE,AZ.REPRESENTATIVE OF CORPORATE RIA,01/2009,20HRS,5HRS,GENERAL INVESTMENT ADVICE, NOT IN A FINANCIAL PLAN. 2) TALON RENOVATIONS, LLC POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2011 ADDRESS: 715 Jefferson #56, Toledo OH 43604, United States DESCRIPTION: Acquire, renovate and rent rental properties. 3) GRAYHAWK ASSET ADVISORS, DBS, GRAYHAWK FINANCIAL SERVICES POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2008 ADDRESS: 715 Jefferson #56, Toledo OH 43604, United States DESCRIPTION: Marketing dba for my practice. Clients are aware that securities are offered through the broker dealer. Investment advisory services are offered through the corporate RIA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-30
S63 Uniform Securities Agent State Law Examination 1991-08-19
  • S66 Uniform Combined State Law Examination
    2003-09-30
  • S63 Uniform Securities Agent State Law Examination
    1991-08-19

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