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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-06 |
| TX | RA | APPROVED_RES | 2020-02-20 |
| MI | RA | APPROVED | 2018-04-30 |
| FL | RA | APPROVED | 2016-03-25 |
| OH | RA | APPROVED | 2013-07-05 |
Branch Locations
1224 W. Wooster Street Suite C, Bowling Green, OH 43402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Century Marketing Group | Bowling Green | OH | 10/1984 | Present |
| Royal Alliance | Bowling Green | OH | 07/2013 | 06/2023 |
| Osaic Wealth, Inc. | Bowling Green | OH | 06/2023 | Present |
1. SAVAGE AND ASSOCIATES, YES, 1224 W. WOOSTER STREET, BOWLING GREEN, OH 43402, AGENT, 09/2001, 25, 15, LIFE AND LTC INSURANCE SALES 2. CARLETON HOLLISTER, AUTHOR POSITION: Author NATURE: Individual Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 9985 E. Gypsy Lane Rd, Bowling Green OH 43402, United States DESCRIPTION: I am authoring a book on Goal Setting. 3. HOLLISTER FINANCIAL POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2012 ADDRESS: 1224 W. Wooster St. Bowling Green, OH 43402, BOWLING GREEN OH 43402, United States DESCRIPTION: Providing basic financial advice to employees of local businesses.General education and assistnace with debt reduction, budgeting, personal purchases, such as homes and autos, creating a savings plan. 4. SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 09/22/2001 ADDRESS: 1224 W. Wooster St., Suite C, Suite C, BOWLING GREEN OH 43402, United States DESCRIPTION: Over see client investments, make recommendations, manage a portfolio as part of my primary function as a FP . ? 5. CARLETON HOLLISTER, INSURANCE AGENT POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/20/2001 ADDRESS: 1224 W. Wooster St., Suite C, BOWLING GREEN OH 43402, United States DESCRIPTION: Sale of Life Insurance, Fixed Annuities, Long Term Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-05 |
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