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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-03-16 |
| OH | RA | APPROVED | 2016-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Assoc | Toledo | OH | 05/1994 | Present |
| Royal Alliance | Toledo | OH | 07/2013 | 06/2023 |
| Osaic Wealth, Inc. | Toledo | OH | 06/2023 | Present |
1. SAVAGE & ASSOCIATES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 05/09/1994 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Selling Life and Health Insurance and Fixed Annuities 2. SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/03/1998 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Oversee client investments, make recommendations, manage a portfolio as part of my primary function as a FP. 3. MICHAEL SNYDER INDEPENDENT INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/04/1994 ADDRESS: 655 Beaver Creek Cir, Maumee OH 43537 DESCRIPTION: Selling Life and Health Insurance 4. MICHAEL SNYDER INDEPENDENT INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/04/1994 ADDRESS: 655 Beaver Creek Cir, Maumee OH 43537 DESCRIPTION: Selling Life and Health Insurance, advising on health insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-14 |
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