SADZEWICZ, GERY, JOSEPH

A70

IAR CRD 1090963·Industry start 1984-10-29

Identity

Legal name

SADZEWICZ, GERY, JOSEPH

CRD

1090963

NPN

—

Career

Previous employments

CAPELLA SECURITIES LLC2025-08-27

HALO SECURITIES, LLC2017-02-16

Current branches

TITLEIST CAPITAL, LLC

DEER ISLE CAPITAL, LLC

Designations

—

Education

—

BrokerCheck signals

Industry start

1984-10-29

Est. age

64

Age confidence

—

Est. birth year

1962

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

Yes

Firm affiliations

43

PROFIT INVESTMENT MANAGEMENT, LLC

Executive Officer · 2.5% ownership

MIDWEST PROFESSIONAL PLANNERS, LTD.

Executive Officer · 2.5% ownership

PINNACLE FINANCIAL GROUP LLC

Executive Officer · 2.5% ownership

PINKERTON WEALTH, LLC

Executive Officer · 2.5% ownership

POEHLING CAPITAL MANAGEMENT, INC.

Executive Officer · 2.5% ownership

WATERLOO CAPITAL, L.P.

Executive Officer · 2.5% ownership

THE LEGACY FINANCIAL GROUP, INC.

Executive Officer · 2.5% ownership

FORUM SOLUTIONS GROUP, LLC

Executive Officer · 2.5% ownership

CORNERSTONE SELECT ADVISORS, LLC

Executive Officer · 2.5% ownership

ABRIDGE PARTNERS, LLC

Executive Officer · 2.5% ownership

PROVIDENCE WEALTH ADVISORS, LLC

Executive Officer · 2.5% ownership

FUSION CAPITAL, LLC

Executive Officer · 2.5% ownership

PACTOLUS PRIVATE WEALTH MANAGEMENT LLC

Executive Officer · 2.5% ownership

AVOCET CAPITAL MANAGEMENT LLC

Executive Officer · 2.5% ownership

VITAL WEALTH MANAGEMENT, LLC

Executive Officer · 2.5% ownership

ROTHSCHILD WEALTH LLC

Executive Officer · 2.5% ownership

TETLEY INVESTMENTS, LLC

Executive Officer · 2.5% ownership

KERBERROSE WEALTH MANAGEMENT, LLC

Executive Officer · 2.5% ownership

LEFT BRAIN WEALTH MANAGEMENT, LLC

Executive Officer · 2.5% ownership

ACORN WEALTH ADVISORS, LLC

Executive Officer · 2.5% ownership

ISTHMUS PARTNERS, LLC

Executive Officer · 2.5% ownership

LAUREATE WEALTH MANAGEMENT, LLC

IAR · Executive Officer · 2.5% ownership

LLOYD PARK, LLC

Executive Officer · 2.5% ownership

ORCHARD CAPITAL MANAGEMENT, LLC

Executive Officer · 2.5% ownership

PAX FINANCIAL GROUP, LLC

Executive Officer · 2.5% ownership

SHOREBIRD CAPITAL, LP

Executive Officer · 2.5% ownership

CERTIOR FINANCIAL GROUP, LLC

Executive Officer · 2.5% ownership

FLINT WEALTH MANAGEMENT, LLC

Direct Owner · 87.5% ownership

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Executive Officer · 2.5% ownership

INTELLIGENT WEALTH SOLUTIONS LLC

Executive Officer · 2.5% ownership

MPI WEALTH MANAGEMENT LLC

Executive Officer · 2.5% ownership

CARTER FINANCIAL GROUP, INC.

Executive Officer · 2.5% ownership

MADISON WEALTH PARTNERS, INC.

Executive Officer · 2.5% ownership

FOCUSED ALPHA, LLC

Executive Officer · 2.5% ownership

RPR FINANCIAL ADVISORS LLC

Executive Officer · 2.5% ownership

SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC

Executive Officer · 2.5% ownership

TRUE FREEDOM INVESTING, LLC

Executive Officer · 2.5% ownership

OPAL CAPITAL LLC

Executive Officer · 2.5% ownership

KURV INVESTMENT MANAGEMENT LLC

Executive Officer · 2.5% ownership

TITLEIST ASSET MANAGEMENT, LLC

Executive Officer · 2.5% ownership

LOGIQ CAPITAL LLC

Executive Officer · 2.5% ownership

LANDAAS & COMPANY, LLC

IAR · Executive Officer · 2.5% ownership

PACTOLUS CAPITAL PARTNERS