Richard Lewis Pinion

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Chevy Chase, MD

Previous Registrations

• 2007-01-08 → 2008-03-20
  Osaic Services, Inc.
  Chevy Chase, MD

Other Businesses

1. PINION FINANCIAL SERVICES, LLC POSITION: Other - Member of Firm NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1985 ADDRESS: 4500 East West Hwy, Ste 150, Bethesda MD 20814, United States DESCRIPTION: Write individual and group health and life insurance and recruit licensed insurance brokers to do the same. 2. PINION FINANCIAL SERVICES,LLC POSITION: Member/CFP NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1999 ADDRESS: 4500 East West Hwy, Ste 150, Bethesda MD 20814, United States DESCRIPTION: Work with a select number of 3rd party money managers to manage my client's assets

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-31
• S63 Uniform Securities Agent State Law Examination
  1986-05-19

Designations

Other Names

• Richard L Pinion