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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Houston | TX | 05/2016 | Present |
| Osaic Wealth, Inc. | Houston | TX | 09/2023 | Present |
INSURANCE POSITION: Sole Proprieter NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2021 ADDRESS: 919 W Temple St, Houston TX 77009, United States DESCRIPTION: Recommend Life Insurance and Annuities if needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-29 |
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