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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
4920 South 289 Loop Suite 202, Lubbock, TX 79414-4724 • 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 | Lubbock | TX | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Lubbock | TX | 09/2023 | Present |
INSURANCE, JOHN CHIOLO, NO, 4920 S. LOOP 289, STE. 202, LUBBOCK, TX 79414, SOLE PROPRIETORSHIP, AGENT, COMM 08/1984, 20/0, SELL INSURANCE PRODUCTS; INVESTMENT ADVISORY SERVICES, CORP RIA, SAGEPOINT FINANCIAL, INC., 4920 S. LOOP 289, STE. 202, LUBBOCK, TX 79414, AGENT, COMM 02/2007, 120/6, INVESTMENT ADVISORY SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-31 |
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