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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-18
MI RA APPROVED 2023-05-10
PA RA APPROVED 2023-05-10
  • FL RA
    APPROVED
    Since 2023-08-18
  • MI RA
    APPROVED
    Since 2023-05-10
  • PA RA
    APPROVED
    Since 2023-05-10

Branch Locations

Bonita Springs, FL • United States

10595 N Straits Highway Ste. 301, Cheboygan, MI 49721 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ohio National Life Insurance Company Cincinnat OH 12/2004 05/2023
The O.N. Equity Sales Company Cincinnati OH 01/2005 05/2023
Royal Alliance Associates, Inc. Cheboygan MI 05/2023 06/2023
Osaic Wealth, Inc. Cincinnati OH 06/2023 Present
  • 12/2004 → 05/2023
    Ohio National Life Insurance Company
    Cincinnat, OH
  • 01/2005 → 05/2023
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 05/2023 → 06/2023
    Royal Alliance Associates, Inc.
    Cheboygan, MI
  • 06/2023 → Present
    Cincinnati, OH
Previous Registrations
Other Businesses

1) ENCORE FINANCIAL GROUP; NOT INVESTMENT RELATED;10595 N STRAITS HWY STE 301 CHEBOYGAN MI 49721; SELLING INSURANCE; PRES; START DATE: 11/4/04;160 HRS PER MO 160 HRS DURING TRADING HOURS SELLING LIFE HEALTH LTC E DISABILITY, MEDICARE SUPPLEMENTS/FIXED 2) HESSELINK ENTERPRISES INC NOT INVESTMENT RELATED1439 LINDBURGH LN CHEBOYGAN MI 49721; PROPERTY OWNERSHIP; PRES; START DATE:1/1/86;4 HRS PER MO 0 HRS DURING TRADING HRS FINANCIAL RECORD KEEPING, PROP PURCHASING. 3) DDC ENTERPRISES, INC; NOT INVESTMENT RELATED; 10595 N STRAITS HWY STE 301 CHEBOYGAN MI 49721 OFFICE BLDG OWNERSHIP PRES; START DATE: 8/31/05;10 HRS PER MO 2 HRS DURING TRADING HRS.OVERSEE CENTRAL ACTIVITIES NEEDS OF THE BUSINESS 4) FOX POINTE FARM NOT INVESTMENT RELATED; 1479 LINDBURGH LANE CHEBOYGAN MI 49721; PRODUCE FARM; OWNER; START DATE 9/1/14; HRS/MONTH 0; HRS/TRADING 0; SELLING PRODUCE 5) MCLAREN NORTHERN MI HOSPITAL POSITION: President of board NATURE: Hospital Non profit INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2016 ADDRESS: 4116 Connable ave, Petoskey MI 49770, United States DESCRIPTION: Chairman of board Run Monthly meeting and also one on one with CEO 6) ENCORE FINANCIAL GROUP -SECURITIES POSITION: Financial Svs Rep NATURE: Corp INVESTMENT RELATED: Yes# OFHRS:130 SECURITIES TRADING HRS: 130 START DATE: 12/16/04 ADDRESS: 10595 N Straits Hwy, Cheboygan, MI 49721 DESCRIPTION: Sell & service investments 7) DENNIS HESSELINK INS POSITION: Ins Agent NATURE: S-Corp INVESTMENT RELATED: Yes # OF HRS: 15 SECURITIES TRADING HRS: 15 START DATE: 12/16/04 ADDRESS: 10595 N straits Hwy, Cheboygan MI 49721 DESCRIPT: sell, service Life & health ins 8) CRESS INC POSITION: Pres NATURE: Office & apts INVESTMENT RELATED: No # OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 1/1/08 ADDRESS: 418 Waukazoo ST, Petoskey MI 49770 DESCRIPT: Provide funds if low. Look at options to improve the office 9) SAVAGE AND ASSOCIATES, INC-COMMISION OVERFLOW POSITION: agent NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/25/2024 ADDRESS: 655 beaver Creek circle, Maumee OH 43537 DESCRIPTION: Receive overflow for Life insurance and employee benefits 10) ENCORE FINANCIAL GROUP POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 45 START DATE: 12/12/2004 ADDRESS: 10595 N Straits Hwy, Cheboygan, MI 49721 DESCRIPTION: Sell and service insurance products to clients. 11) RIVER CURRENTS LLC POSITION: President NATURE: LLC Property rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/27/2024 ADDRESS: 1439 Lindburgh Lane, Cheboygan MI 49721, United States DESCRIPTION: I hired a firm to rent out a house we purchased for Air B&B the house 12.DT HESSELINK, INC POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 07/13/2026 ADDRESS: 1439 Lindburgh Lane, Cheboygan MI 49721, United States DESCRIPTION: Oversee operations of business practices

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-10
S63 Uniform Securities Agent State Law Examination 1998-05-12
  • S65 Uniform Investment Adviser Law Examination
    2002-08-10
  • S63 Uniform Securities Agent State Law Examination
    1998-05-12
Designations

View on SEC IAPD

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