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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
833 Alder Creek Drive Suite A, Medford, OR 97504-8908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Medford | OR | 01/2009 | Present |
| Osaic Wealth, Inc. | Medford | OR | 09/2023 | Present |
1. OSAIC WEALTH, INVESTMENT RELATED,INC.; 833 ALDER CREEK DR. STE A MEDFORD OR 97504; INV. ADV. SVS.; INVESTMENT ADVISOR REPRESENTATIVE; 20; 20; STARTDATE :01-JAN-2003; PROVIDE FEE BASED INVESTMENT ADVISORY SERVICES. 2. PLANNER4U LLC, INVESTMENT RELATED, 833 ALDER CREEK DRIVE STE A MEDFORD OR 97504-8908, OWNER, 1/99, 8HR/MO, 0HRS DT, PROVIDE PLANNING, DESIGN AND SALES OF LIFE, DISABLITY AND LONG TERM CARE INSURANCE. 3. WILDERNESS TRAILS; INVESTMENT RELATED: NO; 833 ALDER CREEK DRIVE SUITE A, MEDFORD, OR 97504-8908; POSITION: BOARD MEMBER; START DATE: 04/01/2009; HOURS: 3; BRIEF DESCRIPTION OF DUTIES: ASSIST IN PLANNING ACTIVITIES FOR TEEN CAMPS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-23 |
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