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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rimato & Associates | Lake Jackson | TX | 01/1980 | Present |
| Bankers Life Company | Des Moines | IA | 09/1980 | Present |
| Princor Financial Services Corporation | Lake Jackson | TX | 06/1994 | 07/2017 |
| Rimato Insurance | Lake Jackson | TX | 08/2015 | Present |
| Sagepoint Financial, Inc. | Lake Jackson | TX | 07/2017 | 09/2023 |
| Osaic Wealth, Inc. | Lake Jackson | TX | 09/2023 | Present |
1. GROUP INSURANCE, SELLS OUTSIDE GROUP INSURANCE THROUGH VARIOUS CARRIERS, 4/15/11. 2. TAX RETURNS, COMPLETING TAX RETURNS FOR FAMILY AND FRIENDS, 12/08/14. 3. RICHARD RIMATO POSITION: Agent NATURE: Life and health insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/1980 ADDRESS: 107 West Way Ste 2, Lake Jackson TX 77566, United States DESCRIPTION: Life and health insurance sales 4. RICHARD RIMATO POSITION: Tax return preparer NATURE: Tax returns completed for friends and family INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 107 West Way Ste 2, Lake Jackson TX 77566, United States DESCRIPTION: Prepare tax returns for friends and family.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-24 |
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