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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-12-01 |
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
9833 Reeck Road, Allen Park, MI 48101 • United States
18038 Mack Avenue Suite 101, Grosse Pointe , MI 48230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc | Sterling Heights | MI | 04/2008 | 11/2018 |
| Osaic Wealth, Inc. | Allen Park | MI | 11/2018 | Present |
1) RETIREMENT STRATEGIES OF MICHIGAN POSITION: Director of Retirement Strategies NATURE: Sole Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 04/21/2014 ADDRESS: 9833 Reeck Rd., Allen Park MI 48101, United States DESCRIPTION: Retail securities business, investment advisor. 2) RETIREMENT STRATEGIES OF MICHIGAN-INSURANCE POSITION: Director of Retirement Strategies NATURE: Sole Member LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2017 ADDRESS: 9833 Reeck Rd., Allen Park MI 48101, United States DESCRIPTION: Offer fixed insurance, life insurance, health insurance,long term care insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-05 |
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