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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-05-10 |
| AR | RA | APPROVED | 2023-11-03 |
| CA | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| IL | RA | APPROVED | 2023-11-03 |
| IN | RA | APPROVED | 2023-11-03 |
| MI | RA | APPROVED | 2023-11-03 |
| NM | RA | APPROVED | 2023-11-03 |
| OH | RA | APPROVED | 2023-11-03 |
| RI | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
42855 Garfield Rd Suite 100, Clinton Township, MI 48038 • United States
33 Bloomfield Hills Parkway Suite 200, Bloomfield Hills, MI 48304 • United States
3133 Van Horn Road, Trenton, MI 48183 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Bloomfield Hills | MI | 03/2007 | 11/2023 |
| Thomas Financial Company Llc | Bloomfield Hills | MI | 07/2009 | Present |
| Osaic Wealth, Inc. | Bloomfield Hills | MI | 11/2023 | Present |
1. THOMAS FINANCIAL COMPANY LLC; POSITION: AGENT NATURE: LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2014; ADDRESS: 33 BLOOMFIELD HILLS PKWY, SUITE 200, BLOOMFIELD HILLS MI 48304 DESCRIPTION: LICENSED FOR INSURANCE SALES, NOT ACTIVELY MARKETING OR PRODUCING 2. RETIREMENT PLANNING & INVESTMENT SERVICES POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 01/01/2021 ADDRESS: 3133 Van Horn Rd, Trenton MI 48183, United States DESCRIPTION: Retirement Planning & Investment Services is the marketing name we use for our Trenton office. I am a partner of this business and we meet with our clients at that office to discuss their financial planning. 3. JT FINANCIAL PLANNING POSITION: Owner NATURE: LLC filing as S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 33 Bloomfield Hills Pkwy, Suite 200, Bloomfield Hills MI 48304, United States DESCRIPTION: Per the suggestion of my accountant I setup this S-Corp for tax purposes to be a flow through for my FSC commission income and my business expenses. I do not use this for any other business purposes nor advertise this at all 4. JBQ FINANCIAL LLC POSITION: Partner NATURE: Per the suggestion of my accountant I setup this S-Corp for tax purposes to be a flow through for my FSC commission income and my business expenses. I do not use this for any other business purposes nor advertise this at all INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2023 ADDRESS: 42855 Garfield Road, Suite 100, Clinton Twp MI 48038, United States DESCRIPTION: Per the suggestion of my accountant I setup this S-Corp for tax purposes to be a flow through for my FSC commission income and my business expenses. I do not use this for any other business purposes nor advertise this at all 5. GERARD & ASSOCIATES POSITION: None NATURE: Business was acquired from Ricky Gerard in 2024, the signage still is maintained at this location. I have no ownership interest in this company but the name is still associated with the business INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/26/2025 ADDRESS: 42855 Garfield, Suite 100, Clinton Twp MI 48038, United States DESCRIPTION: The previous owners business name is still on the signage at the office and name still referenced at times.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-06 |
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