| Name: | Osaic Services, Inc. |
| Jurisdiction: | MISSISSIPPI |
| Business Type: | Profit Corporation |
| Status: | Good Standing |
| Effective Date: | 19 Nov 2004 (20 years ago) |
| Business ID: | 863906 |
| State of Incorporation: | DELAWARE |
| Principal Office Address: | 20 E Thomas Rd, Suite 2000Phoenix, AZ 85012 |
| Historical names: |
SagePoint Financial, Inc. AIG Financial Advisors, Inc. |
| Name | Role | Address |
|---|---|---|
| CORPORATION SERVICE COMPANY | Agent | 109 Executive Drive, Suite 3, Madison, MS 39110 |
| Name | Role | Address |
|---|---|---|
| Gregory Cornick | Director | Suite 255 18700 N Hayden Rd, Scottsdale, AZ 85255 |
| Matthew Schlueter | Director | Suite 750 2300 Windy Ridge Parkway, Atlanta, GA 30339 |
| Kristen Kimmell | Director | Suite 2000 20 E Thomas Road, Phoenix, AZ 85012 |
| Name | Role | Address |
|---|---|---|
| Gregory Cornick | President | Suite 255 18700 N Hayden Rd, Scottsdale, AZ 85255 |
| Name | Role | Address |
|---|---|---|
| Gregory Cornick | Chief Executive Officer | Suite 255 18700 N Hayden Rd, Scottsdale, AZ 85255 |
| Name | Role | Address |
|---|---|---|
| Nina McKenna | Secretary | Suite 255 18700 N Hayden Rd, Scottsdale, AZ 85255 |
| Name | Role | Address |
|---|---|---|
| David Schmidt | Treasurer | Suite 255 18700 N Hayden Rd, Scottsdale, AZ 85255 |
| Type | Status | Filed Date | Description |
|---|---|---|---|
| Annual Report | Filed | 2025-04-04 | Annual Report For Osaic Services, Inc. |
| Annual Report | Filed | 2024-04-15 | Annual Report For Osaic Services, Inc. |
| Amendment Form | Filed | 2024-01-25 | Amendment For SagePoint Financial, Inc. |
| Annual Report | Filed | 2023-04-12 | Annual Report For SagePoint Financial, Inc. |
| Annual Report | Filed | 2022-04-22 | Annual Report For SagePoint Financial, Inc. |
| Registered Agent Change of Address | Filed | 2022-03-31 | Agent Address Change For CORPORATION SERVICE COMPANY |
| Annual Report | Filed | 2021-04-15 | Annual Report For SagePoint Financial, Inc. |
| Annual Report | Filed | 2020-04-04 | Annual Report For SagePoint Financial, Inc. |
| Annual Report | Filed | 2019-04-11 | Annual Report For SagePoint Financial, Inc. |
| Annual Report | Filed | 2018-04-11 | Annual Report For SagePoint Financial, Inc. |
Date of last update: 13 May 2025
Sources: Company Profile on Mississippi Secretary of State Website
