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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-05-11 |
| MI | RA | APPROVED | 2015-05-11 |
| OH | RA | APPROVED | 2015-05-05 |
| TX | RA | APPROVED | 2015-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Toledo | OH | 05/2015 | Present |
1. JEFFREY TURNER POSITION: Agent NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/05/2015 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: marketing life, health, disability and longterm care insurance and fixed annuities. 2. JEFFREY A TURNER DBA JATURN LLC POSITION: sole member NATURE: I am buying a house and plan to rent it out or do a land contract. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/19/2023 ADDRESS: 1010 Wilderness Court, Perrysburg, OH 43551, United States DESCRIPTION: I will own a residential home and rent it to a tenant or offer a land contract. 3. DBA- SAVAGE AND ASSOCIATES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 05/05/2015 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: sell and service investment products to my clients 4. SAVAGE AND ASSOCIATES AGENCY POSITION: Insurance agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 05/05/2015 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: sell and service insurance products to my clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-16 |
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