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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 |
| HI | RA | APPROVED | 2023-09-01 |
Branch Locations
9820 Willow Creek Road Suite 243, San Diego, CA 92131 • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc | San Diego | CA | 01/2009 | Present |
| Osaic Wealth, Inc. | San Diego | CA | 09/2023 | Present |
1. OSAIC WEALTH, INC.; INVESTMENT RELATED; 6540 LUSK BOULEVARD, STE C112, SAN DIEGO, CA 92121; INVESTMENT ADVISORY REPRESENTATIVE; 10/05/1999; 20 HRS/MTH; 5 HRS DURING TRADING; OFFERS ADVISORY SERVICES AND FINANCIAL PLANNING. 2. DENNIS BREWSTER POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1990 ADDRESS: 9820 Willow Creek Road, Suite 243, San Diego CA 92131, United States DESCRIPTION: Transact term life insurance and fixed annuities. 3. DENNIS BREWSTER POSITION: Trustee NATURE: Individual / Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/21/2025 ADDRESS: 9820 Willow Creek Road, Suite 243, San Diego CA 92131, United States DESCRIPTION: I'm a co-trustee for my parent's irrevocable trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-03 |
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