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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-05-12
  • MI RA
    APPROVED
    Since 2022-05-12

Branch Locations

28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walled Lake Consolidated Schools Wixom MI 01/2011 05/2017
Bos Structures And Events Waterford MI 06/2017 08/2019
Crispelli's Bakery And Pizzeria West Bloomfield MI 12/2019 01/2020
Northwestern Mutual Ann Arbor MI 06/2020 09/2020
Doordash Wixom MI 12/2020 01/2021
Northwood University Midland MI 08/2017 Present
Royal Alliance Southfield MI 05/2021 Present
  • 01/2011 → 05/2017
    Walled Lake Consolidated Schools
    Wixom, MI
  • 06/2017 → 08/2019
    Bos Structures And Events
    Waterford, MI
  • 12/2019 → 01/2020
    Crispelli's Bakery And Pizzeria
    West Bloomfield, MI
  • 06/2020 → 09/2020
    Northwestern Mutual
    Ann Arbor, MI
  • 12/2020 → 01/2021
    Doordash
    Wixom, MI
  • 08/2017 → Present
    Northwood University
    Midland, MI
  • 05/2021 → Present
    Royal Alliance
    Southfield, MI
Other Businesses

1) MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: FinancialPlanner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2022 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance. 2) MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2022 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-14
  • S66 Uniform Combined State Law Examination
    2022-01-14

View on SEC IAPD

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