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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Grand Rapids | MI | 01/2007 | 11/2018 |
| Osaic Wealth, Inc. | Saginaw | MI | 11/2018 | Present |
1. INSURANCE BROKERAGE POSITION: Representative NATURE: Insurance Brokerage - various carriers INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/04/2010 ADDRESS: 3333 Evergreen NE, Suite 200, Grand Rapids MI 49525, United States DESCRIPTION: Life, annuities, LTC, DI, Group Health, Property & Casualty 2. MICHIGAN AVENUE BAPTIST CHURCH POSITION: Program Director NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 203 S Michigan Avenue, Saginaw MI 48602, United States DESCRIPTION: Direct committees of church 3. SAGINAW CHARTER TOWNSHIP POSITION: Absentee Ballot Processor NATURE: municipality INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2020 ADDRESS: 4980 Shattuck Rd, Saginaw MI 48603, United States DESCRIPTION: I feed ballots into the ballot machine 4. AMERICO POSITION: Representative NATURE: Financial Services Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/18/2022 ADDRESS: 3875 Bay Road, Suite 1E, Saginaw MI 48603, United States DESCRIPTION: Represent Americo Fixed Annuity 5. VANTAGEPOINTE FINANCIAL GROUP POSITION: Registered/Rep/IAR I am also a Vice President of the Firm NATURE: Sole INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2007 ADDRESS: 3875 Bay Road, Suite 1E, Saginaw MI 48603, United States DESCRIPTION: Financial Representative IAR Supervise Marketing and Administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-01 |
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