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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-02
GA RA APPROVED 2022-09-12
MI RA APPROVED 2022-09-09
  • TX RA
    APPROVED_RES
    Since 2026-02-02
  • GA RA
    APPROVED
    Since 2022-09-12
  • MI RA
    APPROVED
    Since 2022-09-09

Branch Locations

3272 West Rd Suite 1, Trenton, MI 48183 • United States

30150 Telegraph Road Suite 155, Bingham Farms, MI 48025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hantz Financial Services Southfield MI 11/2010 09/2022
Osaic Wealth, Inc. Bingham Farms MI 09/2022 Present
  • 11/2010 → 09/2022
    Hantz Financial Services
    Southfield, MI
  • 09/2022 → Present
    Bingham Farms, MI
Previous Registrations
Other Businesses

1) REDSKY FINANCIAL LLC. POSITION: Financial Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/09/2022 ADDRESS: 30150 Telegraph Rd. Suite 155, Bingham Farms MI 48025, United States DESCRIPTION: Sales/ marketing of securities, investment advisory and insurance products. 2) REDSKY AGENCY, LLC. POSITION: Registered Rep. NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/09/2022 ADDRESS: 30150 Telegraph Rd. Suite 155, Bingham Farms MI 48025, United States DESCRIPTION: Sales/ Marketing of securities and insurance products. 3) REDSKY TAX, LLC POSITION: Financial Consultant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/09/2022 ADDRESS: 30150 Telegraph Rd. Suite 155, Bingham Farms MI 48025, United States DESCRIPTION: Tax planning. 4) TAX CREDIT PARTNERS LLC POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/14/2023 ADDRESS: 30150 Telegraph Rd. Ste #155, Bingham Farms MI 48025, United States DESCRIPTION: manage employee duties of filing for the underlying tax credit. 5) THOMAS WLOCH-TRUSTEE POSITION: trustee of parents trust NATURE: na INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 26079 York Rd., huntington woods MI 48070, United States DESCRIPTION: trustee of trust when they pass away. Parents are still living. 6) THOMAS WLOCH-FINANCIAL POWER OF ATTORNEY POSITION: financial power of attorney NATURE: na INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 1253 Lake Park Dr., Birmingham MI 48009, United States DESCRIPTION: financial power of attorney for my parents-John and Michelle Wloch when doctors deem necessary. 7) RENTAL HOME POSITION: owner NATURE: Buying a vacation home that we will potentially also use as a short term rental. My wife will be handling the rental component INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2024 ADDRESS: 3033 s lee point rd, Suttons Bay MI 49682, United States DESCRIPTION: Coordinating short term renters, will most likely use an Airbnb/vrbo to help with the servicing 8) THOMAS WLOCH-TRUSTEE POSITION: trustee of parents trust NATURE: na INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 1253 Lake Park Dr., Birmingham MI 48009, United States DESCRIPTION: trustee of trust when they pass away. Parents are still living.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-03-12
S65 Uniform Investment Adviser Law Examination 2011-03-07
  • S63 Uniform Securities Agent State Law Examination
    2011-03-12
  • S65 Uniform Investment Adviser Law Examination
    2011-03-07

View on SEC IAPD

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