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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
| TX | RA | APPROVED | 2025-05-15 |
Branch Locations
90 New Montgomery Suite 1020, San Francisco, CA 94105 • 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 | San Francisco | CA | 01/2009 | 09/2023 |
| Cullen Financial Advisors | San Francisco | CA | 02/1985 | 07/2025 |
| Osaic Wealth, Inc. | San Francisco | CA | 09/2023 | Present |
1. MICHAEL S. CULLEN, CFP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1985 ADDRESS: 90 NEW MONTGOMERY ST SUITE 1020 SAN FRANCISCO, CA 94105, San Francisco CA 94105, United States DESCRIPTION: SELLING LIFE, DISABILITY, LONG TERM CARE 2. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 25 START DATE: 07/01/2025 ADDRESS: 90 New Montgomery Street, 1020, San Francisco CA 94105, United States DESCRIPTION: Consult with IronBridge advisors on client relationships. Merger acquisition on file with Osaic.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-21 |
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