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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2018-11-02
  • MI RA
    APPROVED
    Since 2018-11-02

Branch Locations

3875 Bay Rd. Suite 1E, Saginaw, MI 48603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Signator Investors, Inc. Grand Rapids MI 01/2007 11/2018
Osaic Wealth, Inc. Saginaw MI 11/2018 Present
  • 01/2007 → 11/2018
    Signator Investors, Inc.
    Grand Rapids, MI
  • 11/2018 → Present
    Saginaw, MI
Previous Registrations
  • 2016-06-07 → 2018-11-02
    Signator Investors, Inc.
    Grand Rapids, MI
    Saginaw, MI
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-31
S63 Uniform Securities Agent State Law Examination 2007-03-01
  • S65 Uniform Investment Adviser Law Examination
    2016-03-31
  • S63 Uniform Securities Agent State Law Examination
    2007-03-01

View on SEC IAPD

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