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Gary Lynn Dissette

Osaic Wealth, Inc.

Brighton, CO

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-11
CO RA APPROVED 2023-09-01
  • TX RA
    APPROVED_RES
    Since 2024-07-11
  • CO RA
    APPROVED
    Since 2023-09-01

Branch Locations

193 S 27Th Avenue Ste. 300, Brighton, CO 80601 • 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
OrganizationCityStateFromTo
Sagepoint Financial ,Inc Phoenix AZ 01/2009 Present
Osaic Wealth, Inc. Brighton CO 09/2023 Present
  • 01/2009 → Present
    Sagepoint Financial ,Inc
    Phoenix, AZ
  • 09/2023 → Present
    Brighton, CO
Previous Registrations
  • 2009-10-13 → 2023-09-01
    Osaic Services, Inc.
    Phoenix, AZ
    Brighton, CO
Other Businesses

1) INSURANCE;GARY DISSETTE;NO; 193 S 27TH AVE STE 300 BRIGHTON CO 80601; STATUTORY AGENT; SOLE PROPRIETORSHIP; 2003;1;0; ONCE OR TWICE A YEAR I WILL DO A TERM LIFE POLICY OR A FIXED ANNUITY. 2) MUTUAL ASSET CORPORATION POSITION: INSURANCE AGENT NATURE: I PROCESS SOME TERM LIFE INSURANCE CONTRACTS THROUGH MUTUAL ASSET CORPORATION, WHICH IS ALSO THE ENTITY THROUGH WHICH WE RUN PAYROLL AND BENEFITS. INVESTMENT RELATED: YES NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2010 ADDRESS: 193 S. 27TH AVE STE 300, BRIGHTON CO 80601 DESCRIPTION: IF A CLIENT DESIRES TERM LIFE INSURANCE TO COVER AN UNPLANNED OUTCOME, WE OBTAIN TERM LIFE INSURANCE QUOTES FROM MULTIPLE COMPANIES AND PRESENT THEM TO THE CLIENTAS AN OPTION FOR THEIR OVERALL FINANCIAL PLAN. 3) OREGON CALIFORNIA TRAILS ASSOCIATION (OCTA) POSITION: Investment Advisory Committee Member NATURE: OCTA is a non-profit organization which was created to protect and preservethe Oregon Trail and California Trail through educational events and proactive lobying of various government entities for funding, recognitionand protections. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/10/2016 ADDRESS: 524 S Osage St, PO Box 1019, Independance MO 64051 DESCRIPTION: I would be one of six members on the Investment AdvisoryCommittee which oversees the investment activities of anindependant outside money management firm to which the organizations funds have been entrusted. We repoort investment performance to the OCTA's boardof directors and make investment change recomendations to the board of directors as to how the funds should be managed by the third party money manager. 4) GARY DISSETTE POSITION: Life Insurance Agent NATURE: Sole Proprrietorship. I participate in the occasional sale of life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2008 ADDRESS: 193 S 27th Ave Ste 300, BRIGHTON CO 80601, United States DESCRIPTION: I will occasionally write a term life insurance policy for a client. 5) MUTUAL ASSET CORPORATION POSITION: Owner NATURE: S Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2023 ADDRESS: 193 S 27th Ave Ste 300, Brighton CO 80601, United States DESCRIPTION: Disclosing DBA for securities business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-15
S63 Uniform Securities Agent State Law Examination 2000-09-08
  • S66 Uniform Combined State Law Examination
    2004-10-15
  • S63 Uniform Securities Agent State Law Examination
    2000-09-08

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