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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-30 |
| MI | RA | APPROVED | 2020-01-29 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Southfield | MI | 09/2014 | 11/2018 |
| Michigan Financial Companies | Southfield | MI | 09/2014 | Present |
| Osaic Wealth, Inc. | Southfield | MI | 11/2018 | Present |
1.MICHIGAN FINANCIAL COMPANIES; Reg Rep:Corp INVEST: Yes 160 SEC TRADING HRS: 130 9/18/2014; 28411 Nwestern Hwy Ste 1300, Southfield MI 48034; Sales/marketing; 2.NATHOR FINANCIAL CORPORATION POSITION: Agent NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/20/2002 ADDRESS: 7025 St. Andrews Dr., Ypsilanti MI 48197, United States DESCRIPTION: sales/marketing of fixed insurance products 3.GLOBADIGM MANAGEMENT LLC; Non-Prof/Board member, LLC. The entity has a State of Michigan corporate insurance license. DLRP for Globadigm Management LLC, Board of directors. INVEST: Yes 10 SEC TRADING HRS: 10 3/15/2021; 2630 WHITEMORE PL,SAGINAW MI 48602 Board member 4.FREEMAN STANLEY WEALTH MANAGEMENT, LLC; Board member; LLC; DLRP for Freeman Stanley Wealth Management LLC, Board of directors; INVEST RELATED: Yes; 10 SEC TRADING HOURS: 10 3/01/2021; 835 MASON ST STE A220, DEARBORN MI 48124; Board member 5.EAS WEALTH MANAGEMENT LLC Board member; LLC; DLRP; INVESTMENT RELATED: Yes NUMBER OF HRS: 10 SECURITIES TRADING HOURS: 10; 9/01/2022; 18455 Wildemere St, Detroit MI 48221; Board member. 6. BNI GLOBAL, LLC; Coach; LLC INVEST RELATED: No; No OF HRS: 10 SEC TRADING HRS: 0 1/16/2023; 11525 N Community Hse Rd,Suite 475, Charlotte NC 28277; Management Support 7. KNIGHTS OF COLUMBUS, ST FRANCIS OF ASSISI, ANN ARBOR COUNCIL 8989 POSITION: Trustee NATURE: Charitable organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 2150 Frieze Ave., Ann Arbor MI 48104, United States DESCRIPTION: Warrants review and approval, Semi-annual audits and reports, Advisory role on Council policies and activities, Council finances oversight, but no authority to initiate banking transactions and I am not listed as a Trustee on Council accounts. 8.KNIGHTS OF COLUMBUS, STATE COUNCIL, MICHIGAN POSITION: District Deputy NATURE: Charitable organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 50561 Chesterfield Rd., Chesterfield MI 48051, United States DESCRIPTION: Represent the State Deputy Oversee the assigned councils' assets: In KofC terminology, Council assets refers to the closets and cabinet items (reports, garments, ceremonial things, necklace jewelry for role identification, flags, banners, plaques, trophies, awards, anything a council owns, and items for activities, like cooking, serving, etc., basically things in storage for any given Council, etc.) Ensure compliance to Laws & Rules Promote/direct membership and recruiting efforts Encourage and support councils' programs General care and proper operation of councils No authority nor access to individual councils banking operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-13 |
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