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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-27 |
| MI | RA | APPROVED | 2024-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Sterling Heights | MI | 07/2021 | 06/2024 |
| Securities America, Inc. | Sterling Heights | MI | 02/2020 | 07/2021 |
| Ohio National | Cincinnati | OH | 04/2018 | Present |
| Cherokee Insurance | Sterling Heights | MI | 06/2017 | 04/2018 |
| Champs Sports | Sterling Heights | MI | 10/2013 | 06/2017 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 06/2024 | Present |
1. BETCHER FINANCIAL POSITION: Financial Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 800 SECURITIES TRADING HOURS: 100 START DATE: 06/10/2024 ADDRESS: 12900 Hall Rd., Suite 300, Sterling Heights MI 48313, United States DESCRIPTION: Betcher Financial is more of a DBA 2. LIFE INSURANCE AGENT POSITION: Life Insurance Agent NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/03/2019 ADDRESS: 12900 Hall Rd., Suite 300, Sterling Heights MI 48042, United States DESCRIPTION: Life insurance sales agent selling term and permanent policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-17 |
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