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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-05 |
| FL | RA | APPROVED | 2023-07-14 |
| CA | RA | APPROVED | 2018-11-02 |
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
7610 Cottonwood Dr Suite 102, Jenison, MI 49428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc / John Hancock Financial Services | Grandville | MI | 06/2002 | 11/2018 |
| Osaic Wealth, Inc. | Grand Rapids | MI | 11/2018 | Present |
1. LAKEMAN FINANCIAL POSITION: IAR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 110 START DATE: 11/19/2019 ADDRESS: 7610 Cottonwood Dr., Ste 102, Jenison MI 49428, United States DESCRIPTION: Lakeman Financial is for marketing Insurance and securities products. 2. INSURANCE BROKERAGE POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2016 ADDRESS: 7610 Cottonwood Dr., Ste 102, Jenison MI 49428, United States DESCRIPTION: Sale and service of fixed annuities and non-variable life insurance. 3. ASA J LAKEMAN LLC POSITION: Owner/President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 12/06/2016 ADDRESS: 7610 Cottonwood Dr., Ste 102, Jenison MI 49428, United States DESCRIPTION: LLC for tax purposes on insurance business. 4. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 7610 Cottonwood Dr., Suite 102, Jenison MI 49428, United States DESCRIPTION: Notarize documents involving securities business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-21 |
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