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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-12 |
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Saginaw | MI | 03/2007 | 11/2018 |
| Osaic Wealth, Inc. | Saginaw | MI | 11/2018 | Present |
| Real Estate Investor | Frankenmuth | MI | 08/2024 | Present |
| Real Estate Investor | Frankenmuth | MI | 08/2024 | Present |
1. INSURANCE BROKER: PROPERTY AND CASUALTY , VANTAGEPOINTE RISK MGMT, 3333 EVERGREEN NE STE 200, GRANDRAPIDS MI 49525, AGENT, START OF RELATIONSHIP: NOV 1, 2011, APPROXIMATE # OF HOURS PER MONTH: 8, APPROXIMATE # OF HOURS SPENT DURING REGULAR SECURITIES TRADING HOURS: 6..... 2. INSURANCE BROKERAGE ALL LINES POSITION: Agent, Ect. NATURE: Sole INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2007 ADDRESS: 3875 Bay Rd. Suite 1E, Saginaw MI 48603, United States DESCRIPTION: Sales/Marketing of fixed annuites and non-variable insurance. 3. VPFG POSITION: Registered Rep/IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2007 ADDRESS: 3875 Bay Rd. Suite 1E, Saginaw MI 48603, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 4. RB WEALTH MANAGEMENT LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/15/2017 ADDRESS: 3875 Bay Rd. Suite 1E, Saginaw MI 48603, United States DESCRIPTION: Sales/marketing of securities. investment advisory and insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-18 |
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