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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Assoc | Toledo | OH | 09/2000 | Present |
| Osaic Wealth | Toledo | OH | 07/2013 | Present |
1. DBA SAVAGE AND ASSOCIATES-SECURITIES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 09/30/2020 ADDRESS: 655 Beavercreek Circle, Maumee OH 43537, United States DESCRIPTION: Sell and Service Investment Products to my clients. 2. TAMARA PFAFF POSITION: Owner NATURE: Rental Property - one unit INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2025 ADDRESS: 1010 Schreier Rd, Rossford OH 43460, United States DESCRIPTION: Maintenance and upkeep on property 3. SAVAGE AND ASSOCIATES POSITION: Statutory Agent NATURE: Savage is C Corp Tamara is sole prop working under the C Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2001 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell Insurance Products including individual and group health, ancillary products, medicare supplements, advantage plans and prescription plans along with life insurance. 4) TAMARA PFAFF-AGENT POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: 655 Beaver Creek Circle, Maumee, OH 43537 DESCRIPTION: Insurance including life, health and other ancillary products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-03-08 |
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