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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-04 |
| FL | RA | APPROVED | 2024-05-17 |
| NC | RA | APPROVED | 2019-03-18 |
| MI | RA | APPROVED | 2014-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial & Tax Planning Inc | Flint | MI | 06/2007 | Present |
| Osaic Wealth, Inc. | Flint | MI | 07/2007 | Present |
| Financial Planning Advisory Corp | Flint | MI | 09/2014 | Present |
1.FINANCIAL & TAX PLANNING INC., INVESTMENT RELATED, G-4080 MILLER RD FLINT, MI 48507, LICENSED ADMINISTRATIVE PERSONNEL, 06/14/2007, 32 HRS MONTH, 32 HRS DURING SECURITIES TRADING, I AM ADMINISTRATIVE PERSONEL THAT ASSISTS IN RUNNING A COMPANY FOR ADMINISTRATIVE SUPPORT TO OUR FINANCIAL PLANNING COMPANY AND OUR REGISTERED REPRESENTATIVES THROUGH OSAIC WEALTH, INC. 2.JASON BROWN POSITION: Attorney in fact NATURE: Attorney in fact INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/11/2019 ADDRESS: G-4080 MILLER ROAD, FLINT MI 48507, United States DESCRIPTION: Attorney in fact for my mother, Teresa McClelland-Sargent 3. 164 REAL PROPERTY POSITION: 50 Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2020 ADDRESS: 700 BYRAM LAKE DR, LINDEN MI 48451-8704, United States DESCRIPTION: 50% owner of Vacant Land
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-27 |
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