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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-03-03 |
| OH | RA | APPROVED | 2022-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Financial Solutions Group | Tiffin | OH | 08/2020 | Present |
| Great Lakes Ace Hardware | Tiffin | OH | 11/2018 | 08/2020 |
| Meadowbrook Park | Bascom | OH | 06/2017 | 12/2019 |
| Tim Zoeller Enterprises | Tiffin | OH | 05/2017 | 08/2017 |
| Breidenbach Property Improvements | Tiffin | OH | 06/2020 | Present |
| Royal Alliance Associates, Inc. | Tiffin | OH | 01/2022 | 07/2022 |
| Unemployed / Student | Tiffin | OH | 07/2001 | 05/2017 |
| Osaic Wealth, Inc. | Tiffin | OH | 07/2022 | Present |
1) Breidenbach Property Improvements LLC NOT investment related 1550 South Township Road 113 Tiffin, Ohio 44883 Real Estate - flipping and or renting properties Business Partner - working at the property to improve the value Partner 06/01/2020 20 Hours per month spent working on the other business 10 Hours per month devoted to securities trading Duties include destruction, reconstruction, construction, repair, restoration, and regular maintenance on buildings and properties. 2) JOURNEY FINANCIAL SOLUTIONS GROUP LLC POSITION: Investment Advisor Representative NATURE: DBA for the sale of securities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/19/2022 ADDRESS: 1474 South County Road 1, Tiffin OH 44883 DESCRIPTION: DBA for the sale of securities. 3) JOURNEY FINANCIAL SOLUTIONS GROUP LLC POSITION: Fixed Insurance Agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/10/2020 ADDRESS: 1474 S County Road 1, Tiffin OH 44883 DESCRIPTION: Admin duties including opening mail, phones, shadowing, and miscellaneous duties. Selling fixed insurance products. 4) 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 JourneyFinancial 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: 07/19/2022 ADDRESS: 1474 South County Road 1, Tiffin OH 44883, United States DESCRIPTION: No specific duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-01 |
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