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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-24 |
Branch Locations
2000 Town Center Suite 1625, Southfield, MI 48075 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Brighton | MI | 07/2009 | 03/2017 |
| Lincoln Financial Advisors Corporation | Southfield | MI | 03/2017 | 01/2025 |
| Osaic Wealth, Inc. | Southfield | MI | 01/2025 | Present |
1) RICHARD TRUXALL 2000 TOWN CENTER SUITE 1625 SOUTHFIELD, MI 48075 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 1/2017 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 2 2) RICHARD TRUXALL 2000 TOWN CENTER SUITE 1625 SOUTHFIELD, MI 48075 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED ANNUITIES TO SUPPORT CLIENT GOALS AND OBJECTIVES. START DATE: 09/01/2020 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-06 |
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