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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-09-30 |
| FL | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED_RES | 2023-06-08 |
| MI | RA | APPROVED | 2017-03-20 |
| OH | RA | APPROVED | 2016-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Associates | Toledo | OH | 06/2015 | Present |
| Royal Alliance | Toledo | OH | 08/2015 | 08/2023 |
| Osaic Wealth Inc | Toledo | OH | 08/2023 | Present |
| The University Of Toledo College Of Pharmacy | Toledo | OH | 05/2019 | Present |
1. THE UNIVERSITY OF TOLEDO COLLEGE OF PHARMACY POSITION: Instructor NATURE: Education at the University of Toledo INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 7 START DATE: 05/22/2019 ADDRESS: 3000 Arlington Avenue, MS 1013, Toledo OH 43614, United States DESCRIPTION: I will be instructing a personal finance course for the College of Pharmacy students. 2. SAVAGE AND ASSOCIATES POSITION: Independent Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 07/15/2015 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sales and marketing of insurance products. 3. REVOCABLE TRUST AND SLAT TRUSTEE POSITION: Trustee NATURE: Trustee to my parents SLAT and revocable trusts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/29/2019 ADDRESS: 7419 Coder Road, Maumee OH 43537, United States DESCRIPTION: In the event both of my parents die, I am the trustee on their SLAT and revocable trusts. 4. ARCHBOLD FURNITURE CO POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2021 ADDRESS: 733 W. Barre Road, Archbold OH 43502, United States DESCRIPTION: In the event of both of my parents passing, their trust states that I will become one of four advisors to make decisions for their business, Archbold Furniture Co. 5. SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 200 START DATE: 06/01/2015 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Over see client investments, make recommendations, manage a portfolio as part of my primary function as a FP . 6. RIGHT CAPITAL LLC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/09/2021 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: This LLC was established between Nick and Megan Rightnowar. It serves solely asto facilitate our payroll for employees as well as assist in the annual tax filings. 7. MEGAN RIGHTNOWAR, INSURANCE AGENT POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/05/2024 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling insurance and fixed annuity products. 8. RIGHTNOWAR MEDIA PRODUCTIONS, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2024 ADDRESS: 3111 Alex Court, Maumee OH 43537, United States DESCRIPTION: I am an owner of a LLC which the company was going to create podcast episodes. Since opening, we have decided not to create podcast episodes but still own this LLC in case we change our mind in the future. 9.ARCHBOLD PROPERTY COMPANY POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2022 ADDRESS: 733 Barre Road, Archbold OH 43502, United States DESCRIPTION: Receive an annual K-1 for Archbold Property Company as I have become a partner in the business. Archbold Property Company, LLC is an eligible small partnership and has elected out of the centralized partnership audit rules in accordance with Proposed Regulation 301.6221(b)-1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-29 |
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