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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| NV | RA | APPROVED | 2023-09-01 |
| NJ | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
Branch Locations
108 Armour Road, Mahwah, NJ 07430 • United States
Stuart, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Stuart | FL | 09/2023 | Present |
1. RISK WEALTH RETIREMENT ADVISORS POSITION: Managing Member NATURE: My Personal LLC, but using as a DBA Name, "Risk Wealth Retirement Advisors?." INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 430 SE Saint Lucie Blvd, Stuart FL 34996, United States DESCRIPTION: DBA Name , "Risk Wealth Retirement Advisors." 2. EPIC INSURANCE BROKERS POSITION: Principal NATURE: Corporation- (National Insurance Agency) INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 75 START DATE: 02/01/2022 ADDRESS: 40 Marcus Drive, Melville NY 11747, United States DESCRIPTION: Manage Staff for Individual & Employee Benefits Insurance Consultation& Placement.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-08 |
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