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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
1820 E Ray Rd. Suite C2C, Chandler, AZ 85225 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Double Eagle Ent. | Tucson | AZ | 06/1980 | Present |
| Sagepoint Financial | Phoenix | AZ | 12/2008 | 09/2023 |
| Osaic Wealth, Inc. | Tempe | AZ | 09/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-19 |
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