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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 |
| SC | RA | APPROVED | 2021-12-21 |
| TX | RA | APPROVED | 2020-01-30 |
| MI | RA | APPROVED | 2019-09-06 |
| IN | RA | APPROVED | 2018-10-02 |
| OH | RA | APPROVED | 2018-10-02 |
Branch Locations
2498 Bluestone Drive Suite A, Findlay, OH 45840 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Findlay | OH | 06/2011 | 10/2018 |
| J.P. Morgan Securities Llc | Findlay | OH | 10/2012 | 10/2018 |
| Royal Alliance | Findlay | OH | 10/2018 | Present |
1.CURTIS FRISCH, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/06/2012 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: sell and service insurance products 2. FRISCH FARM POSITION: Land Owner NATURE: Sole Proprietorship - I will receive $200/acre from the 5.156 acres I purchased in 2025 from a farmer, Brian Wolford, with Wolford Farms, who cash rents my land for me. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 17200 Township Road 207, Findlay OH 45840, United States DESCRIPTION: I own the land. The farmer will farm the land and send me a check once per year after the harvest is completed. 3.SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: We affiliate with Savage & Associates (Office of supervisory jurisdiction) to affiliate with our broker-dealer, Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2018 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: I actively use Savage to access Envestnet platform to trade client's investment portfolio's with separately managed accounts, advisor managed accounts or wealth managed programs via third party managers. 4.BRIMLEY FRISCH WEALTH MANAGEMENT LLC POSITION: Financial Professional NATURE: Insurance Agent and comprehensive financial planning which includes securities and advisory solutions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/02/2018 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: Offering alongside goals based planning a full suite of insurance such as life, LTC and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-27 |
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