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Advisor at OSAIC WEALTH, INC.
SARASOTA, FL | SUN CITY CENTER, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 2, 2025 | n/a | yes | SUN CITY CENTER, FL|SARASOTA, FL | Current employment |
| PAYANT WEALTH MANAGEMENT GROUP | Former SEC adviser | Oct 13, 2023 | Jan 6, 2025 | no | SUN CITY CENTER, FL | Previous registration |
| SAGEPOINT FINANCIAL, INC. | Former SEC adviser | Nov 8, 2012 | Apr 5, 2017 | no | SARASOTA, FL|PHOENIX, AZ|SCOTTSDALE, AZ|SUN CITY CENTER, FL|CHICAGO, IL|SARASOTA, FL | Previous registration |
| PAYANT WEALTH MANAGEMENT GROUP | Former SEC adviser | Jul 13, 2007 | Jun 30, 2023 | no | SUN CITY CENTER, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PAYANT WEALTH MANAGEMENT GROUP | OSAIC WEALTH, INC. | Jan 6, 2025 | Jan 2, 2025 | -4 | Firm change | RIA to ibd |
| PAYANT WEALTH MANAGEMENT GROUP | SAGEPOINT FINANCIAL, INC. | Jun 30, 2023 | Nov 8, 2012 | -3,886 | Firm change after gap | Other |
| SAGEPOINT FINANCIAL, INC. | PAYANT WEALTH MANAGEMENT GROUP | Apr 5, 2017 | Oct 13, 2023 | 2,382 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134854:23131:FL:2025-01-06 | Jan 6, 2025 | Jan 2, 2025 | SUN CITY CENTER, FL | Firm change |