Trenton Z Burns

Current Employers

Employment History

• 05/2017 → 08/2017
  Capstone On-Campus Management - Bgsu
  Bowling Green, OH
• 05/2018 → 11/2018
  Promedica
  Toledo, OH
• 12/2018 → 02/2021
  Maxim Healthcare Services
  Toledo, OH
• 08/2016 → 05/2017
  Full Time College Student
  Bowling Green, OH
• 12/2016 → 01/2017
  Cleveland Clinic Foundation - Family Health Center
  Willoughby Hills, OH
• 08/2017 → 05/2018
  Full Time College Student
  Bowling Green, OH
• 12/2017 → 01/2018
  Capstone On-Campus Management - Bgsu
  Bowling Green, OH
• 03/2021 → 01/2022
  Tiell Financial Group
  Bascom, OH
• 01/2022 → 01/2024
  Woodbury Financial Services Inc
  Bascom, OH
• 01/2024 → 02/2024
  Osaic Wealth, Inc.
  Bascom, OH
• 02/2024 → Present
  Osaic Wealth, Inc
  Tiffin, OH

Previous Registrations

• 2024-01-19 → 2024-02-13
  Osaic Wealth, Inc.
  Bascom, OH
• 2022-04-19 → 2024-01-19
  Woodbury Financial Services, Inc.
  Bascom, OH

Other Businesses

1. JOURNEY FINANCIAL SOLUTIONS GROUP LLC POSITION: Investment Advisor Representative NATURE: DBA for sale of securities and investment related products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/12/2024 ADDRESS: 1474 S County Road 1, Tiffin OH 44883 DESCRIPTION: DBA for selling sale of securities 2. FINANCIAL POA & EXECUTOR OF ESTATE POSITION: POA & Executor NATURE: Financial POA & Executor of Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/31/2023 ADDRESS: 7518 W Township Rd 112, Fostoria OH 44830 DESCRIPTION: Upon the passing of David & Brenda Burns, I will be in charge of their estate. Or if they become incompetent, I will be the acting of Financial POA. 3. JOURNEY FINANCIAL SOLUTIONS GROUP LLC POSITION: Agent NATURE: Selling Fixed Insurance: Life, Annuity, Health, DI, LTC, as well as selling securities. No conflict of interest Commision. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/12/2024 ADDRESS: 1474 S County Road 1, Tiffin OH 44883 DESCRIPTION: DBA for selling fixed insurance, life, annuities, health, DI, LTC. 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: 02/12/2024 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: No specific duties.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-15