Robert Lukasik

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-04-19

NY RA
APPROVED

Since 2024-04-19

Branch Locations

130 Linden Oaks Drive Suite D, Rochester, NY 14625 • 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
Cassens Transport Co	Niagara Falls	NY	12/1991	Present
Genesis Insurance/Sole Proprietor Insurance Broker	Niagara Falls	NY	09/2017	Present
Sagepoint Financial, Inc.	Rochester	NY	04/2023	09/2023
Osaic Wealth, Inc.	Rochester	NY	09/2023	Present

12/1991 → Present

Cassens Transport Co

Niagara Falls, NY
09/2017 → Present

Genesis Insurance/Sole Proprietor Insurance Broker

Niagara Falls, NY
04/2023 → 09/2023

Sagepoint Financial, Inc.

Rochester, NY
09/2023 → Present

Osaic Wealth, Inc.

Rochester, NY

Other Businesses

1. GENESIS INSURANCE GROUP POSITION: Sole proprietor NATURE: Medicare InsuranceHealth InsuranceLife Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2017 ADDRESS: 7651 West Rivershore Drive, Niagara Falls NY 14304, United States DESCRIPTION: Assisting prospects and clients with Medicare, Health and Life insurance policies. 2. TRENDSOURCE POSITION: Independent Field Inspector NATURE: Perform building and business inspections INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2022 ADDRESS: 7651 West Rivershore Drive, Niagara Falls NY 14304, United States DESCRIPTION: Provide building and business inspections as needed. 3. CASSENS TRANSPORT POSITION: Yardman NATURE: Transportation Company. Transports new vehicles from assembly plants to dealerships. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 12/05/1991 ADDRESS: 4749 Witmer Rd, Niagara Falls NY 14305, United States DESCRIPTION: Inspect, Park and prepare new vehicles for transport to dealerships.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-16
S63	Uniform Securities Agent State Law Examination	2024-04-06

S65 Uniform Investment Adviser Law Examination

2024-04-16
S63 Uniform Securities Agent State Law Examination

2024-04-06