Jeffrey Daniel Marchal

Current Employers

Employment History

• 07/2013 → Present
  Royal Alliance
  Toledo, OH

Previous Registrations

• 2006-05-26 → 2013-07-11
  Walnut Street Securities, Inc.
  St Louis, MO
  Toledo, OH

Other Businesses

1. SAVAGE & ASSOCIATES, INC. - SECURITIES DBA POSITION: Employee Benefit Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 02/01/2004 ADDRESS: 655 Beaver Creek Cir., Maumee OH 43537, United States DESCRIPTION: I advise business clients regarding their employee benefits plan, encompassing group health insurance, dental, vision, life/accidental death & dismemberment, short-term & long-term disability, and supplemental insurance policies. I maintain my securities licenses for referral business but do not actively sell securities business. 2. JMOSA, LLC POSITION: President NATURE: Limited Liability Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2012 ADDRESS: 655 Beaver Creek Cir., Maumee OH 43537, United States DESCRIPTION: Tax entity only. 3. CARDINAL STRITCH HIGH SCHOOL POSITION: Finance Committee NATURE: High School INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 3225 Pickle Rd., Oregon OH 43616, United States DESCRIPTION: The finance committee consists of 8-12 individuals from the business community who review and make recommendations to the board of directors about ongoing financials. The board of director make the final decisions. 4. CHRIST THE KING SCHOOL POSITION: School Advisory Council NATURE: Private, not-for-profit school. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 4100 Harvest Ln., Toledo OH 43623, United States DESCRIPTION: The School Advisory Council is composed of appointed members of the Parish plus the Pastor, Principal, Assistant Principal, and Recorder who are ex-officio members. The purpose of the Council is to advise the Pastor and Principal on matters concerning the Parish School, to assist in formulating and defining school policy, and to serve as the liaison between the school and parish community. 5. SAVAGE AND ASSOCIATES - AGENCY POSITION: Employee Benefit Consultant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/12/2004 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Receive compensation for employee benefits sales that pass through my branch. 6. JEFFREY D. MARCHAL, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole-prop. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2004 ADDRESS: 655 Beaver Creek Cir,, Maumee OH 43537, United States DESCRIPTION: Selling life and health insurance.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-25