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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haute Shop Boutique | Tampa | FL | 09/2019 | 05/2020 |
| Twinkle Toes | Tampa | FL | 09/2019 | 05/2020 |
| University Of Tampa | Tampa | FL | 08/2017 | 05/2021 |
| Wagner Advisory Group | Palm Harbor | FL | 01/2022 | Present |
| Student | North Caldwell | NJ | 09/2012 | 06/2017 |
| Unemployed | Tampa | FL | 05/2021 | 01/2022 |
| Osaic Wealth, Inc. | Palm Harbor | FL | 10/2025 | Present |
CATHY A. WAGNER PA CFP POSITION: Client Relations Liaison NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 128 SECURITIES TRADING HOURS: 128 START DATE: 01/05/2022 ADDRESS: 2662 West Lake rd, Palm Harbor FL 34684, United States DESCRIPTION: -Scheduling-Answer phones-Pull Reports
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-09 |
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