Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-01-20
  • MI RA
    APPROVED
    Since 2021-01-20

Branch Locations

17199 N. Laurel Park Drive Suite 8, Livonia, MI 48152 • United States

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
Osaic Wealth, Inc. Southfield MI 07/2020 Present
Saginaw Valley State University Saginaw MI 08/2014 07/2019
Complete Enterprise Saginaw MI 07/2014 Present
  • 07/2020 → Present
    Southfield, MI
  • 08/2014 → 07/2019
    Saginaw Valley State University
    Saginaw, MI
  • 07/2014 → Present
    Complete Enterprise
    Saginaw, MI
Other Businesses

1) MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2021 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: 04/01/2021 ADDRESS: 28411 Northwestern Hwy. Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory ad insurance products 3) FATHOM FINANCIAL PARTNERS - SECURITES POSITION: Financial Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/11/2025 ADDRESS: 1468 Kingston Drive, Suite 1300, southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4) FATHOM FINANCIAL PARTNERS - FIXED INSURANCE POSITION: Financial Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 08/11/2025 ADDRESS: 1468 Kingston Drive, Suite 1300, southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-01
  • S66 Uniform Combined State Law Examination
    2020-12-01

View on SEC IAPD

More in Livonia, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor