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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| OK | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
3403 S. University Dr., Fort Worth, TX 76109 • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Fort Worth | TX | 09/2023 | Present |
1. MEINEN AGENCY INC., INDEPENDENT INSURANCE SALES, COMMENCED 1/1985, CORPORATION, INVESTMENT RELATED, 40% TIME SPENT, 100% OWNERSHIP, AGENT/REPRESENTATIVE 2. SAGEPOINT FINANCIAL, INC. POSITION: REGISTERED REPRESENTATIVE; START: 1/1/2009; INVESTMENT RELATED: Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-06 |
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