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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cox Accounting | Muskegon | MI | 05/1994 | Present |
| Securities America Inc. | Muskegon | MI | 05/2016 | 06/2024 |
| Securities America Advisors | Muskegon | MI | 05/2016 | 06/2024 |
| Osaic Wealth, Inc. | Muskegon | MI | 06/2024 | Present |
| Osaic Wealth, Inc. | Muskegon | MI | 06/2024 | Present |
1. Cox Accounting and Tax Service Tax Prep-Cox Accounting and Tax Service-Start Date: 01/01/1994 LOCATED AT 1975 HOLTON RD, MUSKEGON MI 49445 2. Northside Payroll Partnership-Northside Payroll - Payroll for Small Businesses (w-2) (1099)-Start Date: 01/01/2005 located at 1975 HOLTON RD, MUSKEGON MI 49445 3. Fox Financial Services(DBA) LP1-Fox Financial Service-Investment Related-Start Date: 08/01/2001-Located at 1975 HOLTON RD, MUSKEGON MI 49445 4. Johns Small Business Owner-John's Small Business - Computer Consulting for QuickBooks-Investment Related-Start Date: 01/01/1994 LOCATED AT 1975 HOLTON RD, MUSKEGON MI 49445 5. JDC Investments Owner-JDC Investments-Tax Rev Tracking-Investment Related-Start Date: 01/01/2002 LOCATED AT 1975 HOLTON RD, Muskegon MI 49445
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-06 |
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