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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Norton Shores | MI | 03/2007 | 12/2022 |
| Fifth Third Securities | Norton Shores | MI | 03/2007 | 12/2022 |
| Securities America, Inc. | Muskegon | MI | 12/2022 | 06/2024 |
| Securities America Advisors | Muskegon | MI | 12/2022 | 06/2024 |
| Osaic Wealth, Inc. | Muskegon | MI | 06/2024 | Present |
| Osaic Wealth, Inc. | Muskegon | MI | 06/2024 | Present |
FOX FINANCIAL - DBA INSURANCE POSITION: REPRESENTATIVE NATURE: Insurance services INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 12/15/2022 ADDRESS: 12325 PORT GARCE BLVD, LA VISTA NE 68128 DESCRIPTION: Insurance is part of the services I offer my clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-27 |
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