John Mark Orear

Current Employers

Employment History

• 04/2011 → 09/2023
  Sagepoint Financial Advisors
  Ft. Worth, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Fort Worth, TX

Previous Registrations

• 2011-06-06 → 2023-09-01
  Osaic Services, Inc.
  Fort Worth, TX
• 2011-04-06 → 2011-04-28
  Gravity Capital Management Llc
  New York, NY
• 2008-02-25 → 2010-12-31
  Gravity Capital Management Llc
  New York, NY
• 2006-02-06 → 2007-12-31
  Gravity Capital Management Llc
  New York, NY
• 1989-10-05 → 2005-07-08
  American General Securities Incorporated
  Fort Worth, TX

Other Businesses

1. OSAIC POSITION: Advisor NATURE: Corp. RIA INVEST RELTD: Yes # OF HRS: 40 SEC TRDG HRS: 40 START DATE: 5/1/2011 ADDRESS: 3403 S UNIVERSITY DR, FT WORTH, TX 76109 DESCRIP: Manage money for a fee 2. JJ'S GREENBRIER LP POSITION: Manager NATURE: Partnership INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 8/1/2005 ADDRESS: 2703 Heritage Hills Dr, Ft Worth, TX 76109 DESCRIP: Family Lmtd Partnership. Outside of investing the money as an Investment Advisor through Pershing, my duties are more related to helping to determine the overall direction of the investments, manage bank accounts and assisting the accountants in the preparation of tax returns. My brother and I take a management fee from the partnership for overseeing the partnership. 3. ANGELO VENTURES RENTAL PROPERTY POSITION: Manager NATURE: LLC INVEST RELTD: Yes # OF HRS: 10 SEC TRDG HRS: 10 START DATE: 4/20/2011 ADDRESS: 2703 Heritage Hills Dr, Ft Worth, TX 76109 DESCRIP: MY WIFE AND I HAVE PURCHASED RENTAL PROPERTY THROUGH AN LLC. ALL THE PROPERTIES LEASED TO 3RD PARTIES ARE MANAGED BY A LEASING MANAGEMENT CO 4. JOHN & BEVERLY O' REAR POSITION: Manager NATURE: Sole Proprietor INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 4/1/2012 ADDRESS: 2703 Heritage Hills Dr, Ft Worth, TX 76109 DESCRIP: MY WIFE AND I OWN A BEACH CONDOMINIUM IN THE CAYMAN ISLANDS. THE CONDO IS IN THE RENTAL POOL MANAGED BY THE STRATA. 5. STONEGATE HOA/JOINT HOA POSITION: Board Member & VP NATURE: HOA INVEST RELTD: No # OF HRS: 1 SEC TRDG HRS: 0 START DATE: 4/15/2009 ADDRESS: N/A, Ft. Worth, TX 76109 DESCRIP: oversee landscaping/security/architectural changes/common ground maintenance, etc. 6. JANE ELLEN O'REAR LIVING TRUST POSITION: Trustee NATURE: Trust INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 6/6/1994 ADDRESS: 2703 Heritage Hills Dr., Fort Worth TX 76109 DESCRIP: I am the trustee of my daughter's Educational Trust 7. JOHN M O'REAR JR. TRUST POSITION: Trustee NATURE: Trust INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 2/14/1990 ADDRESS: 2703 Heritage Hills Dr, Fort Worth TX 76109 DESCRIP: I am the trustee of my son's Educational Trust 8. MARY KATHERINE O'REAR TRUST POSITION: Trustee NATURE: Trust INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 5/3/1989 ADDRESS: 2703 Heritage Hills Dr, Fort Worth TX 76109 DESCRIP: I am the Trustee of my daughters Educational Trust 9. JOHN & BEVERLY O'REAR LIVING TRUST POSITION: Owner NATURE: Living Trust INVEST RELTD: Yes # OF HRS: 5 SEC TRDG HRS: 5 START DATE: 10/10/2012 ADDRESS: 2703 Heritage Hills Dr, Fort Worth TX 76109 DESCRIP: 10. .Colonial Country Club POSITION: volunteer member - house committee NATURE: Private Country Club INVEST RELTD: No # OF HRS: 5 SEC TRDG HRS: 0 START DATE: 3/1/2023 ADDRESS: 3535 Country Club Cir, Fort Worth, Texas 76109 DESCRIP: to propose house rules and regulations

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-01
• S66 Uniform Combined State Law Examination
  2005-02-18