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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
2764 Sunset Point Road Suite 600, Clearwater, FL 33759 • United States
3 disclosure categories 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 | Clearwater | FL | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Clearwater | FL | 09/2023 | Present |
1. CERWIN FINANCIAL SERVICES DBA: GFC FINANCIAL MANGEMENT POSITION: President/Owner NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 04/27/1992 ADDRESS: 2764 Sunset Point Road #600, Clearwater FL 33759, United States DESCRIPTION: sales & service of fixed & health insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-02-12 |
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