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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| NJ | RA | APPROVED | 2023-09-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Tequesta | FL | 09/2023 | Present |
1. KENDALL FINANCIAL GROUP POSITION: Agent NATURE: Insurance Related INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2008 ADDRESS: 58 Turtle Creek Drive, Tequesta FL 33469, United States DESCRIPTION: Sale of Life and Fixed Annuity 2. KENDALL FINANCIAL GROUP POSITION: Investment Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2008 ADDRESS: 58 Turtle Creek Drive, Tequesta FL 33469, United States DESCRIPTION: Selling Insurance Products. Life Insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-29 |
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