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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-02-09 |
| NC | RA | APPROVED | 2024-02-09 |
| AL | RA | APPROVED | 2024-02-08 |
| CO | RA | APPROVED | 2024-02-08 |
| CA | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| IN | RA | APPROVED | 2023-09-01 |
| KY | RA | APPROVED | 2023-09-01 |
| MI | RA | APPROVED | 2023-09-01 |
| NV | RA | APPROVED | 2023-09-01 |
| OH | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
7937 Washington Woods Drive, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig American General Life Insurance Company | Centerville | OH | 10/2002 | Present |
| Sagepoint Financial, Inc | Centerville | OH | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Centerville | OH | 09/2023 | Present |
1. CHARLES (GENE) DEMAREE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 02/01/2009 ADDRESS: 7937 Washington Woods Drive, Centerville OH 45459, United States DESCRIPTION: Selling and servicing life insurance and long-term care. 2. RIPLEY PUBLISHING-WEEKLY NEWSPAPER COMPANY POSITION: Other - President subchapter S corporation (wives family business) NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/1978 ADDRESS: 115 South Washington, Versailles IN 47042, United States DESCRIPTION: It's my wife's family business. She runs the company. I have no duties besides corporate president. 3. DEMAREE FINANCIAL GROUP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 02/01/2009 ADDRESS: 7937 Washington Woods Drive, Centerville OH 45459, United States DESCRIPTION: servicing clients and selling insurance 4. RENTAL PROPERTY POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1978 ADDRESS: 6709 Mad River Road, Centerville, OH 45459, Centerville OH 45459, United States DESCRIPTION: Negotiate leases.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-28 |
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