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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-09-01 |
Branch Locations
1929 N. Washington Street Suite K, Bismarck, ND 58501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Bismark | ND | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Bismarck | ND | 09/2023 | Present |
1. OSAIC WEALTH POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 155 START DATE: 05/05/1978 ADDRESS: 1929 North Washington Street, Suite K, Bismarck ND 58501, United States DESCRIPTION: Service clients, meetings and updates with current and prospective clients. 2. JERRY DOCKTER POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 05/15/1978 ADDRESS: 1929 North Washington Street, Suite K, Bismarck ND 58501, United States DESCRIPTION: I PRESENT AND SELL FIXED ANNUITIES TO CLIENTS OR PROSPECTIVE CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-05 |
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