Sagepoint Financial, Inc. Overview

Sagepoint Financial, Inc. filed as a Statement & Designation By Foreign Corporation in the State of California on Thursday, November 18, 2004 and is approximately fourteen years old, according to public records filed with California Secretary of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

Sponsored
 Learn More D&B Reports Available for Sagepoint Financial, Inc.
Network Visualizer

Key People

Who own Sagepoint Financial, Inc.

Name
Jeffrey M. Auld 2
President
Director
Chief Executive Officer
Chairman
CEO
Jeffrey M. Auld
Chief Executive Officer
Noah D. Sorkin 12
Secretary
Executive Vice Presi
General Counsel
President
Director
Vice President
Matthew Schlueter 7
Director
Chief Operating Officer
Executive Vice Presi
Inger Simmons Fields 6
Treasurer
Vice President
David Schmidt 6
Treasurer
I. Simmone Fields 2
Treasurer
Valerie Brown 7
Director
Nina McKenna 5
Secretary
Jamie Price 4
Director
Justin Saaca 1
Vice President
Chief Compliance Off
Thomas C. Spires 21
Vice President
Michael McReynolds 9
Vice President
Assistant Vp
Mark Phillip Gross 6
Vice President
Gerald C. Mohr 3
Vice President
Robert Costello 3
Vice President
Alexis Wheeler 2
Vice President
Albert L. Johnson 4
Assistant Vice Presi
Privacy Officer
Joanne Jarvis 4
Assistant Treasurer
Chief Financial Officer
Sandra Arthur 2
Assistant Vice Presi
Operations
Abby Henig 3
Assistant Secretary
Robert Guldner 3
Chief Compliance Off
Investment Advisory
Greg Tevis
Assistant Secretary
Steven Rothstein 21
President
Treasurer
Director
Executive Vp
Vice President
Chief Financial Officer
James Cannon 7
President
CEO
Director
Randall W. Epright 6
President
Secretary
Vice President
Terry B. Festervand 14
Treasurer
Christine A. Nixon 22
Director
R. Lawrence Roth 8
Director
Bridget M. Gaughan 6
Director
Secretary
Jerome J. Murphy 6
Director
Helen H. Prater 4
Director
Noah Sorking
Director
Secretary
Lisa Bredeson 1
Senior Vp
Vice President
William T. Devanney 8
Vice President
Tax Officer
Ralph Stauffer 3
Vice President
Sally Bourdamis 2
Vice President
Keith Johnson 1
Vice President
Susanne Denby 1
Vice President
Rita Lynn Sonchik 1
Vice President
Jacquelyn M. Capriotti
Vice President
Lester Helm
Vice President
Phillip Hofling
Vice President
Susan Stalteri
Vice President
Ralph Parker 7
Assistant Vp
Susanna Joiner 1
Assistant Vp
Arthur L. Lougheed 1
Assistant Vp
Craig Dahman
Chief Financial Officer
Todd Freeman
Assistant Vp
Showing 8 records out of 49

Known Addresses for Sagepoint Financial, Inc.

2300 Windy Ridge Pkwy SE Atlanta, GA 30339 701 Brazos St Austin, TX 78701 2800 N Central Ave Phoenix, AZ 85004 1 World Financial Center 200 Liberty St New York, NY 10281 20 E Thomas Rd Phoenix, AZ 85012 28100 N Sandro Phoenix, AZ 85004 1 World Financ Ial Center 200 Liberty St New York, NY 10281

Corporate Filings for Sagepoint Financial, Inc.

Florida Department of State

Filing Type: Foreign for Profit Corporation
Status: Active
State: Florida
State ID: F04000006612
Date Filed: Friday, November 19, 2004

Texas Secretary of State

Filing Type: Foreign For-Profit Corporation
Status: Active
State: Texas
State ID: 800417436
Date Filed: Friday, November 19, 2004
Registered Agent Corporation Service Company D/B/A Csc-Lawyers Incorporating Service Company

California Secretary of State

Filing Type: Statement & Designation By Foreign Corporation
Status: Active
State: California
Foreign State: Delaware
State ID: 02683632
Date Filed: Thursday, November 18, 2004
Registered Agent Corporation Service Company Which Will DO Business In California As Csc - Lawyers Incorporating Service

New York Department of State

Filing Type: Foreign Business Corporation
Status: Active
State: New York
Foreign State: Delaware
County: Albany
State ID: 3230278
Date Filed: Wednesday, July 13, 2005
Source Record NY DOS

Nevada Secretary of State

Filing Type: Foreign Corporation
Status: Active
State: Nevada
Foreign State: Delaware
State ID: C32559-2004
Date Filed: Friday, December 3, 2004
Registered Agent Csc Services of Nevada, Inc.

Corporate Notes

Source Date Type Note
12/3/2004 Foreign Qualification
7/13/2005 Name History/Actual Aig Financial Advisors, Inc.
9/29/2005 Initial List
10/6/2005 Annual List
10/18/2006 Annual List
12/12/2007 Annual List
11/14/2008 Annual List
1/9/2009 Amendment
1/9/2009 Miscellaneous
1/22/2009 Name History/Actual Sagepoint Financial, Inc.
12/2/2009 Annual List
11/15/2010 Annual List
11/14/2011 Annual List
12/12/2012 Annual List
12/17/2013 Annual List
1/31/2014 Amended List
10/31/2014 Annual List
11/11/2015 Annual List
10/5/2016 Annual List

Sources

Florida Department of State
Data last refreshed on Monday, October 8, 2018
Texas Secretary of State
Data last refreshed on Friday, December 14, 2018
Nevada Secretary of State
Data last refreshed on Monday, February 20, 2017
California Secretary of State
Data last refreshed on Sunday, December 9, 2018
New York Department of State
Data last refreshed on Sunday, December 9, 2018

What next?

Follow

Receive an email notification when changes occur for Sagepoint Financial, Inc..

Notifications include:

  • New company roles
  • Change in active status
  • Location updates
  • New connections

Create Account

Create a free account to access additional details for Sagepoint Financial, Inc. and other profiles that you visit

Benefits include:

  • Access to more records
  • Full screen network visualizer
  • Follow profiles
  • See how people are connected
Create Account

You must be signed in to print.

Once signed in, look for the PDF button.