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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-10-16 |
| FL | RA | APPROVED | 2016-10-06 |
| MI | RA | APPROVED | 2014-03-21 |
| OH | RA | APPROVED | 2013-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Allaince | Toledo | OH | 07/2013 | 08/2023 |
| Osaic Wealth | Toledo | OH | 08/2023 | Present |
1. LINCOLN BOYLE, INSURANCE POSITION: Career Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2014 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Sell Life Insurance products 2. SAVAGE AND ASSOCIATES POSITION: Financial Advisor NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 10/01/2007 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Oversee client investments, make recommendations, manage portfolio as part of my primary function as an FP. 3. SAVAGE AND ASSOCIATES- AGENCY POSITION: Insurance Agent NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2007 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: Sell and service insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-10 |
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