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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-20 |
| OH | RA | APPROVED | 2013-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Associates | Toledo | OH | 07/2010 | Present |
| Osaic Wealth, Inc. | Toledo | OH | 07/2013 | Present |
| Savage And Associates - Agency | Maumee | OH | 09/2010 | Present |
1) STEVE COCHRAN POSITION: Head Coach/Instructor NATURE: Sole prop INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: 4104 Sheraton Rd, Ottawa Hills OH 43606, United States DESCRIPTION: I am a head coach for a youth hockey team, for which I am paid a salary. Additionally, I give skating and hockeylessons to kids, for which I am paid hourly. 2) SAVAGE & ASSOCIATES POSITION: Financial Professional NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 09/01/2010 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Over see client investments, make recommendations, manage a portfolio as part of my primary function as a FP 3) SAVAGE AND ASSOCIATES - AGENCY POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2010 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell life/health insurance products 4) INDEPENDENT INSURANCE AGENT POSITION: INDEPENDENT INSURANCE AGENT NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2010 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE FOR 2HR/WK SINCE 03/2010
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
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