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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
3723 Birch St.-Ste 9-A, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Newport Beach | CA | 09/2023 | Present |
1. THE MONTECITO GROUP POSITION: salesperson NATURE: Independent contractor INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2021 ADDRESS: 747 LILAC DR, Montecito CA 93108, United States DESCRIPTION: Real estate sales agent 2. OSAIC POSITION: sales NATURE: insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/11/2011 ADDRESS: 3723 Birch St #9, Newport Beach CA 92660, United States DESCRIPTION: selling term insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-03 |
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