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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-09-01 |
| KS | RA | APPROVED | 2023-09-01 |
| MO | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Phoenix | AZ | 11/2011 | 09/2023 |
| Osaic Wealth, Inc. | Kansas City | MO | 09/2023 | Present |
1) OSAIC/CANDACE MILLLS POSITION: Agent NATURE: Other-Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2015 ADDRESS: 405 East 64th Terrace, Kansas City MO 64131, United States DESCRIPTION: The ability to offer to my existing clients fixed insurance, as part of their financial needs. 2. CANDACE MILLS POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2016 ADDRESS: 7701 and 7705 Oak Street, Kansas City MO 64114, United States DESCRIPTION: I inherited my Grandmotheer's small house and then bought her friends house next door and I rent themto tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-09 |
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