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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Rochester | MN | 08/2017 | 11/2018 |
| Mohawk Local Schools | Sycamore | OH | 04/2014 | 06/2017 |
| Huston Insurance & Financial Services | Tiffin | OH | 06/2016 | Present |
| Osaic Wealth, Inc | Tiffin | OH | 11/2018 | Present |
1. JOURNEY FINANCIAL SOLUTIONS GROUP LLC POSITION: Investment Advisor Representative NATURE: DBA for selling fixed insurance: life, annuities, health, DI, LTC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/07/2018 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: DBA for selling fixed insurance: life, annuities, health, DI, LTC 2. JOURNEY FINANCIAL SOLUTIONS GROUP LLC POSITION: Investment Advisor Representative NATURE: DBA for sale of securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/07/2018 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: DBA for sale of securities 3. THE JOURNEY GROUP - TIFFIN POSITION: Investment Advisor Representative NATURE: Name for advertising purposes only, that combines for client-facing advertising pieces, the two LLC names of Journey Financial Solutions Group LLC and Journey Insurance LLC, into a name that encompasses both - The Journey Group - Tiffin. The Journey Group - Tiffin is not its own LLC and is not a registered trade name in the state of Ohio. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: No specific duties. 4. IRL HOUSING POSITION: Owner/Partner NATURE: LLC. Two of my good friends and I are going to purchase and rent properties in our home town - Tiffin, OH. Both of these friends are current clients of mine through RAA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2020 ADDRESS: 491 Autumn Ridge Circle, Pickerington OH 43147, United States DESCRIPTION: Part Owner. Evaluating properties and prospecting for properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
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