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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED_RES | 2024-09-26 |
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio National Financial Services | Cincinnati | OH | 10/2012 | 08/2018 |
| The O. N. Equity Sales Company | Cincinnati | OH | 10/2012 | 08/2018 |
| Securities America, Inc. | Sterling Heights | MI | 08/2018 | 06/2024 |
| Securities America Advisors | Sterling Heights | MI | 08/2018 | 06/2024 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 06/2024 | Present |
1. SAA Position: Advisor - Nature: Advisory - Investment Related: Yes - Hours: 40 Securities Trading Hours: 40 - Start Date: 08/13/2017 Address: 12900 Hall Road, Suite 300, Sterling Heights MI 48313, United States 2. BETCHER FINANCIAL GROUP POSITION: Insurance producers NATURE: Ohio National life insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 10/15/2004 ADDRESS: 12900 Hall Road, Suite 300, STERLING HEIGHTS MI 48313, United States DESCRIPTION: Insurance agent, securities producer through broker dealer 3. THE HOPKO LAW FIRM, PLLC POSITION: Referral NATURE: The branch is participating in a client referral program with estate planning attorney Andy Hopko. The arrangement is very new and uncertain. Moving forward there are fees that Andy Hopko will give for us. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 79 Kercheval, Suite 103, Gross Pointe Farms MI 48236, United States DESCRIPTION: Betcher Financial Group is referring clients to estate planning attorney, Andy Hopko and receiving fees for the referrals. 4. MEAGAN'S WAY POSITION: Founder/President NATURE: Non Profit 501(c)(3) organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/30/2023 ADDRESS: 12900 Hall Road, Suite 305, Sterling Heights MI 48313, United States DESCRIPTION: Manage Board of Directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-17 |
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