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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-11-18 |
| OH | RA | APPROVED | 2013-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Associates | Toledo | OH | 09/2000 | Present |
| Royal Alliance | Toledo | OH | 07/2013 | 08/2023 |
| Osaic Wealth | Toledo | OH | 08/2023 | Present |
1. LIFE & HEALTH INSURANCE POSITION: Agent NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2001 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Offering and recommending life insurance and health insurance products 2. SAVAGE & ASSOCIATES INC.-FINANCIAL ADVISOR POSITION: Investment Advisor representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2001 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: providing financial and investment advice to clients 3. SAVAGE & ASSOCIATES INC.-AGENCY POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Sell & service insurance products 4. SHP MANAGEMENT INC POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2009 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Business Entity for bill pay, and health insurance commissions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-23 |
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