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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-09-01 |
Branch Locations
12900 Hall Road Suite 110, Sterling Heights, MI 48313 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Sterling Heights | MI | 02/2015 | Present |
| Osaic Wealth, Inc. | Sterling Heights | MI | 09/2023 | Present |
1. MICHIGAN PLANNERS POSITION: Director of Retirement Services NATURE: MICHIGAN PLANNERS is a corporation that focuses on company benefits. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 03/01/2015 ADDRESS: 59259 Van Dyke, Washington MI 48094, United States DESCRIPTION: CONSULTANT ON EMPLOYEE BENEFIT PLANS. HEALTH, DISABLIITY, NON REGISTERED RETIREMENT,LTD, STD, DENTAL AND VISION BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-24 |
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