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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
2805 Wehrle Drive Suite 14, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Williamsville | NY | 05/2017 | Present |
| State Farm Insurance | Amherst | NY | 10/2016 | 04/2017 |
| Tgi Fridays | Williamsville | NY | 10/2014 | 12/2016 |
| Daemen College | Amherst | NY | 09/2012 | 12/2017 |
| Sagepoint Financial, Inc. | Williamsville | NY | 09/2018 | Present |
| Osaic Wealth, Inc. | Williamsville | NY | 09/2023 | Present |
1. THOMAS J ALDRICH III POSITION: Insurance Agent NATURE: Insurance: Life Insurance and Long Term Care Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2021 ADDRESS: 2805 Werhele Dr Ste 14 Williamsville NY 14221 DESCRIPTION: Analyze a person's need analysis for Insurance and then present them with their options. If they choose to move forward, I will open the Insurance Case. 2. MARITOM ENTERPRISES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 2805 Werhele Dr Ste 14 Williamsville NY 14221 DESCRIPTION: I am a partial owner of the company. I also conduct tax preparation under this LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-07 |
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