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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-22 |
| TN | RA | APPROVED | 2024-01-19 |
Branch Locations
Odessa, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins Co | New York | NY | 08/2000 | Present |
| Osaic Wealth, Inc. | Odessa | FL | 01/2024 | Present |
1) ROBERT M. BECKER POSITION: Insurance Agent NATURE: Insurance - life insurance, disability income,group disability income, and group medical insuranceresidual/renewal commissions received monthly from sales earlier in my career: MONY Life of America, approximately $300 a year received; Ohio National Life, approximately $1,000 per year received; we may occasionally convert an old term policy to apermanent non-variable life policy - this would result in a higher one-time first year commission; Cowan Benefit Group - approximately $1,200 for one group medical insurance plan; Abacus Insurance Group - approximately $250 a year for one group disabilty insurance plan; Baker Birdwell, LLC - approximately $3,000 per year for individual disability income sales and renewals - Standard Life and Principal Financial Group; Unum Insurance company - approximately $6,000 per year in renewal individual disability conracts; Peachtree Planning - approximately $1,200 per year in renewal life and individual disability income contracts INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/15/1985 ADDRESS: 105 Laurel Grove Ct., Murfreesboro TN 37129, United States DESCRIPTION: My role here now is as a servicing life and disability insurance agent for the clients who still have these older contracts. Change of beneficiary, address changes, death claims, etc. is what I help these clients with when needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-16 |
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