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Account
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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| TX | RA | APPROVED | 2024-05-16 |
| GA | RA | APPROVED | 2023-09-01 |
Branch Locations
3548 Old Milton Parkway, Alpharetta, GA 30005 • 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. | Alpharetta | GA | 09/2023 | Present |
1) CORP RIA, YES, 3548 OLD MILTON PARKWAY ALPHARETTA, GA 30005. IAR SINCE 5/03, 15 HRS, 15 HRS, UTILIZE THIRD PARTY MONEY MANAGERS, V2020 ADVISOR, AND FINANCIAL PROFILES INVESTMANT ADVISOR REPRESENTATIVE. 2) INSURANCE, YES, 3548 OLD MILTON PARKWAY ALPHARETTA, GA 30005. PINKERTON FINANCIAL RESOURCES, OWNER SINCE 4/04, 80 HRS, 80 HRS, INSURANCE AND INVESTMENT SALES. INSURANCE, YES, 3548 OLD MILTON PARKWAY ALPHARETTA, GA 30005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-13 |
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