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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-30
MI RA APPROVED 2020-01-29
  • TX RA
    APPROVED_RES
    Since 2025-10-30
  • MI RA
    APPROVED
    Since 2020-01-29

Branch Locations

28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • 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
Sii Southfield MI 09/2014 11/2018
Michigan Financial Companies Southfield MI 09/2014 Present
Osaic Wealth, Inc. Southfield MI 11/2018 Present
  • 09/2014 → 11/2018
    Sii
    Southfield, MI
  • 09/2014 → Present
    Michigan Financial Companies
    Southfield, MI
  • 11/2018 → Present
    Southfield, MI
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-27
S63 Uniform Securities Agent State Law Examination 2002-08-13
  • S66 Uniform Combined State Law Examination
    2020-01-27
  • S63 Uniform Securities Agent State Law Examination
    2002-08-13
Other Names
  • Anin-Atin Exin

View on SEC IAPD

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