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Osaic Services, Inc.

Company Details

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.

Agent

Name Role Address
CORPORATION SERVICE COMPANY Agent 109 Executive Drive, Suite 3, Madison, MS 39110

Director

Name Role Address
Gregory Cornick Director Suite 2000 20 E. Thomas Rd, Phoenix, AZ 85012
Matthew Schlueter Director Suite 750 2300 Windy Ridge Parkway, Atlanta, GA 30339
Kristen Kimmell Director Suite 2000 20 E Thomas Road, Phoenix, AZ 85012

President

Name Role Address
Gregory Cornick President Suite 2000 20 E. Thomas Rd, Phoenix, AZ 85012

Chief Executive Officer

Name Role Address
Gregory Cornick Chief Executive Officer Suite 2000 20 E. Thomas Rd, Phoenix, AZ 85012

Secretary

Name Role Address
Nina McKenna Secretary Suite 2000 20 E. Thomas Rd, Phoenix, AZ 85012

Treasurer

Name Role Address
David Schmidt Treasurer Suite 2000 20 E. Thomas Rd, Phoenix, AZ 85012

Filings

Type Status Filed Date Description
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.
Annual Report Filed 2017-04-04 Annual Report For SagePoint Financial, Inc.

Related by officers

CORPORATION SERVICE COMPANY

SELOX, INC. SENTELL BROTHERS, INCORPORATED THE LOUISIANA LAND AND EXPLORATION COMPANY SCHLUMBERGER TECHNOLOGY CORPORATION SCOTTSBORO TV CABLE, INC. Doosan Bobcat North America, Inc. COAST MATERIALS COMPANY COCA-COLA BOTTLING COMPANY, INC., OF VICKSBURG COLONIAL PIPELINE COMPANY COLUMBIA GULF TRANSMISSION COMPANY

Gregory Cornick

Osaic Wealth, Inc.

Nina McKenna

FSC SECURITIES CORPORATION Osaic FA, Inc. Osaic FS, Inc. Woodbury Financial Services, Inc Securities America Advisors, Inc. Osaic Wealth, Inc. Vision2020 Wealth Management Corp. American Portfolios Financial Services, Inc. American Portfolios Advisors, Inc. Arbor Point Advisors LLC

David Schmidt

FSC SECURITIES CORPORATION Osaic FA, Inc. Osaic FS, Inc. Woodbury Financial Services, Inc Securities America Advisors, Inc. Osaic Wealth, Inc. Vision2020 Wealth Management Corp. American Portfolios Financial Services, Inc. American Portfolios Advisors, Inc. Triad Insurance, Inc.

Matthew Schlueter

FSC AGENCY, INC. FSC SECURITIES CORPORATION Osaic FS, Inc. Woodbury Financial Services, Inc Securities America Advisors, Inc. Osaic Wealth, Inc. Vision2020 Wealth Management Corp. American Portfolios Financial Services, Inc. American Portfolios Advisors, Inc. Osaic, Inc.

Related by address

No related companies by address

Date of last update: 08 Jan 2025

Sources: Mississippi Secretary of State

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