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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auburn University | Auburn | AL | 08/2013 | 05/2017 |
| Wagner Advisor Group | Palm Harbor | FL | 03/2017 | 05/2019 |
| Fsc Securities Corp | Palm Harbor | FL | 03/2017 | 11/2023 |
| Osaic Wealth, Inc. | Palm Harbor | FL | 11/2023 | Present |
CATHY A WAGNER, CFP POSITION: Vice President & Financial Advisor NATURE: S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 156 SECURITIES TRADING HOURS: 104 START DATE: 03/16/2022 ADDRESS: 2662 W Lake Rd, Palm Harbor FL 34684, United States DESCRIPTION: Assist Cathy in client meetings, implementation, recommendations, and oversee all client service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
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