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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 | 2025-05-10 |
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Cincinnati | OH | 07/2021 | 06/2024 |
| Advics Manufacturing Ohio | Lebanon | OH | 03/2020 | 07/2021 |
| Toyota Boshoku America | Erlanger | KY | 01/2015 | 03/2020 |
| Securities America Advisors | Cincinnati | OH | 08/2022 | 06/2024 |
| Osaic Wealth, Inc. | Cincinnati | OH | 06/2024 | Present |
| Osaic Wealth, Inc. | Cincinnati | OH | 06/2024 | Present |
HAIS INSURANCE POSITION: General Partnership NATURE: Hais Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2021 ADDRESS: 212 East Third Street, Cincinnati OH 45202 DESCRIPTION: Sales of Life Insurance and Medicare Supplements. CHARLES MICHAEL HAIS POSITION: Advisor NATURE: Series 65 Advisory with Securities America Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/05/2022 ADDRESS: 212 E 3rd Street, Cincinnati OH 45202 DESCRIPTION: Financial Advisory services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-02 |
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