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Dillon Todd Dejong

Osaic Wealth, Inc.

Livonia, MI

CRD 7295303

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-24
FL RA APPROVED 2024-09-04
MI RA APPROVED 2021-10-04
  • TX RA
    APPROVED_RES
    Since 2025-02-24
  • FL RA
    APPROVED
    Since 2024-09-04
  • MI RA
    APPROVED
    Since 2021-10-04

Branch Locations

Powers Court Building 17199 N Laurel Park Drive Suite 300, Livonia, MI 48152 • 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
Full Time Student Albion MI 08/2017 Present
Unemployed Wixom MI 01/2011 05/2017
Hartman And Tyner Southfeild MI 05/2018 08/2018
Hartman And Tyner Southfeild MI 05/2019 08/2019
Northwestern Mutual Philadelphia PA 08/2020 10/2020
Osaic Wealth, Inc. Livonia MI 08/2021 Present
  • 08/2017 → Present
    Full Time Student
    Albion, MI
  • 01/2011 → 05/2017
    Unemployed
    Wixom, MI
  • 05/2018 → 08/2018
    Hartman And Tyner
    Southfeild, MI
  • 05/2019 → 08/2019
    Hartman And Tyner
    Southfeild, MI
  • 08/2020 → 10/2020
    Northwestern Mutual
    Philadelphia, PA
  • 08/2021 → Present
    Livonia, MI
Other Businesses

1) INSIGNIA FINANCIAL COMPANY- SECURITIES POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/14/2021 ADDRESS: 17199 N Laurel Park Dr, Suite 300, Livonia MI 48152, United States DESCRIPTION: Entity is owned by Robert Wright. He has given me permission to use this DBA name for all Royal Alliance Business. 2) INSIGNIA FINANCIAL COMPANY - FIXED INSURANCED POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/14/2021 ADDRESS: 17199 N Laurel Park Drive, Suite 300, Livonia MI 48152, United States DESCRIPTION: Entity is owned by Robert Wright. He has given me permission to use this DBA name for all Royal Alliance Business. 3) MICHIGAN FINANCIAL COMPANIES POSITION: Registered Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 06/14/2021 ADDRESS: 28411 Northwestern Hwy #1300, Southfield MI 48034, United States DESCRIPTION: Administrative duties including processing paperwork, Client relations, scheduling appointments, following up with clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-25
  • S66 Uniform Combined State Law Examination
    2021-09-25

View on SEC IAPD

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