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712 North Olive Avenue, West Palm Beach, FL 33401-4015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-09-21 |
Branch Locations
712 North Olive Avenue, West Palm Beach, FL 33401-4015 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Fsc Securities Corporation | West Palm Beach | FL | 05/2002 | 11/2023 |
| Osaic Wealth, Inc. | West Palm Beach | FL | 11/2023 | Present |
1. INDEPENDENT RIA: GREG RINGDAHL, CFP, AGNELLO FINANCIAL GROUP, 712 N. OLIVE AVE., WEST PALM BEACH, FL. IAR: 120 HOURS/MONTH; SIX HOURS/DAY DURING TRADING HOURS. OVERSEES AND SOLICITS INVESTMENT ADVISORY ACCOUNTS. INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES. 2. GREG RINGDAHL, CFP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1980 ADDRESS: 712 North Olive Avenue, West Palm Beach FL 33401-4015, United States DESCRIPTION: Maintaining existing life insurance, medicare supplement and health savings account policies. Soliciting new policies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-02-02 |
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