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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-11-28 |
| SC | RA | APPROVED | 2018-06-07 |
| PA | RA | APPROVED | 2017-01-30 |
| MI | RA | APPROVED | 2017-01-03 |
| CO | RA | APPROVED | 2016-05-04 |
| KY | RA | APPROVED | 2016-05-04 |
| NC | RA | APPROVED | 2016-05-04 |
| OH | RA | APPROVED | 2013-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Associates | Toledo | OH | 11/1998 | Present |
| Osaic Wealth, Inc. | Toledo | OH | 07/2013 | Present |
1. SAVAGE AND ASSOCIATES POSITION: Other - LIFE AND HEALTH AGENT NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/1998 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: I sell life, health and disability insurance 2. TK FMB PROPERTIES, LLC POSITION: President NATURE: LLC for purchasing rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 03/31/2021 ADDRESS: 3929 Hollyhock Lane, Maumee OH 43537, United States DESCRIPTION: I will be the president of the LLC and coordinating the management of a rental property 3. DESCH FINANCIAL LLC POSITION: owner NATURE: LLC sub chapter S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2018 ADDRESS: 655 Beaver Creek Circle, Hollyhock Lane, Maumee OH 43537, United States DESCRIPTION: This is an entity for business management purposes and I do not hold this out to the public. 4. SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 950 SECURITIES TRADING HOURS: 950 START DATE: 10/20/2023 ADDRESS: 655 Beavercreek Circle, Maumee OH 43537, United States DESCRIPTION: oversee clients investments, make recommendations and monitor portfolios for clients as a FP 5. ANTHONY DESCH, INSURANCE AGENT POSITION: insurance agent NATURE: SOLE PROP INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/1998 ADDRESS: 655 Beavercreek Circle, Maumee OH 43537, United States DESCRIPTION: provide insurance 6. CANE PALM BEACH CONDO ASSOCIATION POSITION: board member NATURE: condo board INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 10/18/2025 ADDRESS: 600 Estero Beach, Ft Myers Beach FL 33931, United States DESCRIPTION: I will be a board member with no check writing or financial authority 7. SAVAGE AND ASSOCIATES - BOARD POSITION: board member NATURE: A corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2026 ADDRESS: 655 Beavercreek Circle, Maumee OH 43537, United States DESCRIPTION: Help oversee the long term goals and objectives of the overall business. 8.SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/20/2023 ADDRESS: 655 Beavercreek Circle, Maumee OH 43537, United States DESCRIPTION: oversee clients investments, make recommendations and monitor portfolios for clients as a FP
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-11 |
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