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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kuhlman Corporation | Toledo | OH | 05/2016 | 02/2020 |
| Skylight Financial Group | Maumee | OH | 05/2019 | 03/2020 |
| Savage And Associates | Maumee | OH | 06/2020 | Present |
| Osaic Wealth, Inc. | Maumee | OH | 09/2020 | Present |
1. BASEBALL COACH POSITION: Coach NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2022 ADDRESS: 5967 Finzel Road, Whitehouse OH 43537, United States DESCRIPTION: Practice and coach a High School baseball team. through the winter, spring and summer. 2. SAVAGE AND ASSOCIATES POSITION: Agent NATURE: Insurance Agency - Life, Health and Disability Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 06/01/2020 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Life, Disability and Health Insurance Sales 3. SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2020 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43571, United States DESCRIPTION: Oversee client investments, make recommendations, manage a portfolio as part of my primary function as a FP 4. ANDREW SMIGELSKI, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2020 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling Life and Health Insurance 5. EPIC TOLEDO POSITION: Board Member/Chair Elect NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 300 Madison Ave, #200, Toledo OH 43604, United States DESCRIPTION: Attend Meetings and plan events for the group - Epic Toledo - whose purpose is to plan events for young professional's networking and career development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-07 |
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