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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-01 |
Branch Locations
4600 Marriott Dr. Suite 340, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freeman Financial Services | Raleigh | NC | 09/1995 | Present |
| Sagepoint Financial Advisors | Raleigh | NC | 04/2011 | Present |
| Osaic Wealth, Inc. | Raleigh | NC | 09/2023 | Present |
1-FREEMAN FINANCIAL SERVICES, INC-RIA 2-FREEMAN FINANCIAL SERVICES, INC-FINANCIAL PLANNING/CONSULTING, TIME SPENT 5%, OWNERSHIP 100% 3-FREEMAN FINANCIAL SERVICES, INC-DBA, TIME SPENT 0%, OWNERSHIP 100% 4-FREEMAN FINANCIAL; PARTNERSHIP; DBA; TIME SPENT 0%; OWNERSHIP 100% 5-FREEMAN FINANCIAL SERVICES POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 06/01/1996 ADDRESS: 6511 Creedmoor Rd., Suite 103, Raleighn NC 27613, United States DESCRIPTION: Advise and sell clients life insurance, disability income, LTC and fixed annuities when the particular product ins called for.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-06 |
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