Steven John Bailey

Current Employers

Employment History

• 10/2004 → Present
  Nationwide Provident
  Salem , OH
• 05/2007 → 10/2024
  American Portfolios
  Salem, OH
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2007-05-30 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2005-06-06 → 2005-12-14
  Questar Asset Management, Inc.
  Salem, OH
• 2001-10-30 → 2004-10-27
  Questar Capital Corporation
  Salem, OH

Other Businesses

1. BAILEY FINANCIAL PLANNING. 992 E. STATE ST. SALEM, OH 44460. START 10/2001. OWNER. INVESTMENT RELATED, INSURANCE, INVESTEMENTS, ESTATE PLANNING & TAXES. 2. SABATINO CABINET LLC POSITION: owner NATURE: cabinet shop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 1834 Depot Rd, Salem OH 44460, United States DESCRIPTION: owner/consultant 3. SALEM COMMUNITY FOUNDATION POSITION: board member NATURE: non profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: state St, Salem OH 44460, United States DESCRIPTION: board member 4. Bailey Tree Farm/Tree Farm - not Investment related- Start Date 08-2017/Owner/ total compensation from Annual Earnings-$2500/Hours devoted per month-0/Hours devoted per month during market hours-0 5. LPL Development- rental property- not investment related- start date 3/19- 100% ownership- total comp $25,000 annual- 5 hrs devoted per mo. 6. Robert Atchison Trust- not investment related- start date 6/09- position trustee- total compensation $5000 annual- zero during mkt hours 7. Alexander McLaughlin Trust- not investment related- start date 01/99- position trustee- total compensation $1500 annual- zero during market hours 8. Perry Township Trustee- Township entity- start date 1/20- position trustee- total compensation $12,000- 5 hours- 1 hr mo. 9. B&E Development- rental property- Not investment related -start date 10/2012 - 50% ownership -total compensation $20,000 annual- 3 hours devoted per month 10. BAILEY FINANCIAL PLANNING POSITION: OWNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2001 ADDRESS: 992 E. STATE, ST. SALEM OH 44460, United States DESCRIPTION: income taxes, insurance 11. BAILEY FINANCIAL PLANNING POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2001 ADDRESS: 992 E State St, Salem OH 44460, United States DESCRIPTION: securities

Exams

• S66 Uniform Combined State Law Examination
  2001-01-09

Other Names

• Steven J Bailey