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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-16 |
| FL | RA | APPROVED | 2023-11-03 |
| MI | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Livonia | MI | 08/2000 | 11/2023 |
| Knepp Financial Group, Llc | Livonia | MI | 01/2003 | Present |
| Knepp Financial Group, Llc | Livonia | MI | 04/2010 | 12/2017 |
| Knepp & Associates Tax Service | Livonia | MI | 01/2002 | Present |
| Osaic Wealth, Inc. | Livonia | MI | 11/2023 | Present |
1) KNEPP FINANCIAL GROUP, LLC, INVESTMENT RELATED; 16801 NEWBURGH RD. STE. 103 LIVONIA, MI 48154; OWNER; START DATE: 2001; 1 HR/MONTH; 1 HR/MONTH DURING SECURITIES TRADING HOURS; SELLS TERM LIFE, FIXED ANNUITY AND LTC. 2) KNEPP AND ASSOCIATES TAX SERVICE, LLC. POSITION: Owner NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2003 ADDRESS: 16801 Newburgh Rd Ste 103 Livonia MI 48154, LIVONIA MI 48154, United States DESCRIPTION: prepare clients tax returns during the weeks of Feb 1st through April 15th while reviewing their accounts at the same time 3) JASON & DANA DAVIS POSITION: owner NATURE: residential rental property owned by the rep and his wife, all activity reported on schedule E on their personal 1040 INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2021 ADDRESS: 3665 Bella Vista Dr. E., St. Pete Beach FL 33706, United States DESCRIPTION: The investment property is managed by a property management company so I have no duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-25 |
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