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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-17 |
| MI | RA | APPROVED | 2017-03-02 |
| OH | RA | APPROVED | 2016-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unifirst Corp. | Northwood | OH | 08/2014 | Present |
| Osaic Wealth | Toledo | OH | 02/2016 | Present |
| Savage And Associates - Securities Dba | Maumee | OH | 05/2016 | Present |
1. SAVAGE AND ASSOCIATES POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/09/2016 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell Insurance 2. SAVAGE AND ASSOCIATES - SECURITIES DBA POSITION: Financial Professional NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 05/09/2016 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 financial professional. 3. KYLE SCHIMMING POSITION: Agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/09/2016 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
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