Mariah Elizabeth Cudlipp-gant

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-05-29
FL	RA	APPROVED	2023-09-01
NY	RA	APPROVED	2023-09-01
PA	RA	APPROVED	2023-09-01
TX	RA	APPROVED_RES	2023-09-01

NC RA
APPROVED

Since 2024-05-29
FL RA
APPROVED

Since 2023-09-01
NY RA
APPROVED

Since 2023-09-01
PA RA
APPROVED

Since 2023-09-01
TX RA
APPROVED_RES

Since 2023-09-01

Branch Locations

Nokomis, FL • United States

125 Sully'S Trail Suite 2, Pittsford, NY 14534 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jacksonville University	Jacksonville	FL	08/2013	05/2017
Mec Financial Services, Inc.	Pittsford	NY	07/2017	Present
Cudlipp Advisor Services, Llc	Pittsford	NY	01/2018	11/2018
United Planners Financial Services Of America	Scottsdale	AZ	11/2017	11/2018
Mariah Cudlipp Independent Insurance	Pittsford	NY	07/2017	Present
Sagepoint Financial, Inc.	Pittsford	NY	11/2018	09/2023
Osaic Wealth, Inc.	Nokomis	FL	09/2023	Present

08/2013 → 05/2017

Jacksonville University

Jacksonville, FL
07/2017 → Present

Mec Financial Services, Inc.

Pittsford, NY
01/2018 → 11/2018

Cudlipp Advisor Services, Llc

Pittsford, NY
11/2017 → 11/2018

United Planners Financial Services Of America

Scottsdale, AZ
07/2017 → Present

Mariah Cudlipp Independent Insurance

Pittsford, NY
11/2018 → 09/2023

Sagepoint Financial, Inc.

Pittsford, NY
09/2023 → Present

Osaic Wealth, Inc.

Nokomis, FL

Previous Registrations

2018-11-07 → 2023-09-01

Osaic Services, Inc.

Pittsford, NY

Nokomis, FL
2018-03-08 → 2019-04-12

Cudlipp Advisor Services, Llc

Pittsford, NY

Other Businesses

1) MEC FINANCIAL SERVICES, INC. POSITION: President NATURE: S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/03/2017 ADDRESS: 125 Sully's Trail Ste 2, Pittsford NY 14534, United States DESCRIPTION: Fixed insurance, financial advisor, 2) CUDLIPP FINANCIAL SERVICES, INC. POSITION: Registered Representative NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 06/01/2017 ADDRESS: 125 Sully's Trail Ste 2, Pittsford NY 14534, United States DESCRIPTION: Administrative 3) MARIAH CUDLIPP POSITION: Owner NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/03/2017 ADDRESS: 125 Sully's Trail Ste 2, Pittsford NY 14534, United States DESCRIPTION: Non-variable insurance

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-23

S66 Uniform Combined State Law Examination

2018-01-23

Other Names

Mariah Elizabeth Cudlipp
Mariah Elizabeth Cudlipp-Grant

View on SEC IAPD