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Sagepoint Financial Inc

2913 Corp Cir, Lewisville, TX 75028

Background Check

Company Profile

Status:Inactive

Industry:Investment Advisory Service


Former Employees

Position at Sagepoint Financial Inc Next job position
Alfred Labib
Financial Advisor
Anne Rubio
Senior Executive AssistantSince Aug 2001
Annmarie Sanchez
Supervision AnalystSince Apr 2000
Supervision Support AnalystSince Mar 2009
Brian Harris
Financial Advisor
Christine Perez
osj manager
Connie Mosley
Registered RepresentativeSince 2008
NAIFA-TampaSenior Council Since Jun 2012
Craig Sjonell
Financial AdvisorSince Jun 2000
Dave Hauer
Director of SupervisionSince 2008
Don Mcabier
VP InvestmentsSince Nov 2006
Elvin Edmonds
Financial Advisor/Certified Financial PlannerTMSince May 2005
Erik Hanson
Financial AdvisorSince Aug 2007
Frank Giguere
OSJSince Mar 1995
James Wakefield
Senior Compliance Analyst/ Branch Office ExaminerSince 2007
Tax AssociateSince 2010
SagePoint Financial, IncSenior Compliance Analyst/ Branch Office Examiner Since 2007
Jeff Brecht
Financial AdvisorSince Jul 2007
Jerry Boda
Branch ManagerSince Jun 1990
John Chitwood
Regional Supervision Director - East CoastSince Jun 2012
Compliance / Advertising SupervisonJan 2010 - Jun 2012
SagePoint Financial, Inc.Regional Supervision Director - East Coast Since Jun 2012
Jonathan Zweifel
Senior Vice President, InvestmentsSince Jul 2006
Kyann Johnson
Senior Legal AssistantSince May 1999
Mathew Hastings
Registered RepresentativeSince 2008
Michael Wolff
Registered PrincipalSince 1988
Michelle Harvey
Advertising AnalystSince May 2007
Mindy Evans
IMPORTANT DISCLOSURESSince Feb 2005
Paul Hlodnicki
Regional Supervisory Manager
Pete Pavich
Financial Planner and Investment Advisor RepresentativeSince Jan 2008
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