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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-10 |
| NV | RA | APPROVED | 2024-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | San Diego | CA | 01/2009 | 09/2023 |
| Barney & Barney, Llc. | San Diego | CA | 12/2003 | 08/2017 |
| Marsh & Mclennan Agency | San Diego | CA | 07/2017 | 03/2024 |
| Mma Securities Llc | San Diego | CA | 09/2015 | 04/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 09/2023 | Present |
1. GARY GUNNING POSITION: agent NATURE: Insurance, sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 06/11/2025 ADDRESS: 4911 Bradshaw Ct San Diego CA 92130 DESCRIPTION: I offer life, annuities, long-term care, and disability insurance to clients. 2. CRICK, LLC POSITION: Managing Member NATURE: This is an LLC that owns farmland. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/18/2025 ADDRESS: 4911 Bradshaw Ct San Diego CA 92130 DESCRIPTION: The LLC is the owner of a farm. I am the managing member. 3. GUNNING TRUST POSITION: Owner/Trustee NATURE: Iown and manage rental real estate and farmland held in Trust. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2000 ADDRESS: Bradshaw Court, San Diego CA 92130, United States DESCRIPTION: I own and manage rental real estate and farmland.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-27 |
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