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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-14 |
Branch Locations
4031 Colonel Glenn Hwy, Ste 151, Beavercreek, OH 45431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2008 | 12/2018 |
| Northwestern Mutual Investment Services Llc | Beavercreek | OH | 07/2008 | 12/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2016 | 12/2018 |
| Securities America, Inc. | Xenia | OH | 12/2018 | 06/2024 |
| Securities America Advisors | Xenia | OH | 12/2018 | 06/2024 |
| Osaic Wealth, Inc. | Beavercreek | OH | 06/2024 | Present |
| Osaic Wealth, Inc. | Beavercreek | OH | 06/2024 | Present |
**Jason Hallmark Position: I create the art Nature: Art/photography Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 11/01/2017 Address: 4031 Colonel Glenn Hwy, STE 151, Beavercreek, OH **Insurance Sales Position: Sales Nature: Outside insurance sales Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 05/01/2008 Address: 4031 Colonel Glenn Hwy, STE 151, Beavercreek, OH **SAA Position: Advisory Nature: Advisory Investment Related: Yes Hours: 100 Securities Trading Hours: 100 Start Date: 12/21/2018 Address: 4031 Colonel Glenn Hwy, STE 151, Beavercreek, OH **J.M. Hallmark and Associates - DBA **JASON M HALLMARK POSITION: Sales NATURE: Legal services plan sales - Legal Shield INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/09/2020 ADDRESS: 4031 Colonel Glenn Blvd, Suite 151, Beavercreek OH 45431 DESCRIPTION: Sales. Note: I am aware that I cannot recruit people to sell underneath me in this program. **ZEUSY PROPERTIES LLC POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/17/2022 ADDRESS: 2628 Greystoke Court, Xenia OH 45385 DESCRIPTION: Buy property. Rent it out. Cash checks. **FLYER TIGER PROPERTIES LLC POSITION: Owner NATURE: Rental real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/23/2023 ADDRESS: 2628 Greystoke Court, Xenia OH 45385 DESCRIPTION: Investment related, in the sense that this is will hold properties that we are incorporating into our personal investment portfolio. But it is not securities related, per se.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-03 |
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