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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-09-01 |
Branch Locations
7348 W 21St Street Suite 115 -11K, Wichita, KS 67203 • United States
3 disclosure categories 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 | Wichita | KS | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Wichita | KS | 09/2023 | Present |
1) KANSAS RETIREMENT CONSULTANTS; INSURANCE SALES AND MARKETING; NOT INVESTMENT RELATED; 7570 W. 21ST STREET BUILDING 1010 SUITE B WICHITA, KS 67205; MANAGING PARTNER; START DATE 05/01/2012; APPROX/HRS 4; SEC/HRS 0; 2) MARVIN FISHER; CORPORATE INVESTMENT ADVISORY; INVESTMENT RELATED; 7570 W. 21ST BLDG 1010 SUITE B WICHITA, KS 57205; START DATE 06/01/2012; APPROX/HRS 16; SECUR/HRS 16; INVESTMENT ADVISORY SERVICES 3) CENTRAL COMMUNITY CHURCH FOUNDATION POSITION: Vice-President/ Board Member NATURE: This is a non profit corporation for the support of Central Community Church Wichita INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022; ADDRESS: 6100 W Maple, Wichita KS 67209, United States DESCRIPTION: To assist the management of the Foundation and guide the investments including real estate. To assist in the sale of real property that is donated to the church
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-07-27 |
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