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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 2023-10-02
  • MI RA
    APPROVED
    Since 2023-10-02

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
Michigan Financial Companies Southfield MI 08/2021 Present
Uhy Farmington MI 01/2020 08/2021
Bkd Cincinnati OH 01/2019 03/2019
Walsh College Troy MI 04/2019 12/2019
Walsh College Troy MI 06/2018 12/2018
Xavier University Cincinnati OH 08/2014 05/2018
Osaic Wealth, Inc. Southfield MI 07/2022 Present
  • 08/2021 → Present
    Michigan Financial Companies
    Southfield, MI
  • 01/2020 → 08/2021
    Uhy
    Farmington, MI
  • 01/2019 → 03/2019
    Bkd
    Cincinnati, OH
  • 04/2019 → 12/2019
    Walsh College
    Troy, MI
  • 06/2018 → 12/2018
    Walsh College
    Troy, MI
  • 08/2014 → 05/2018
    Xavier University
    Cincinnati, OH
  • 07/2022 → Present
    Southfield, MI
Other Businesses

1. MICHIGAN FINANCIAL COMPANIES-DUNLEAVY WEALTH MANAGEMENT - SECURITIES POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2023 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: "Sales/marketing of securities, investment advisory and insurance products" 2. MICHIGAN FINANCIAL COMPANIES-DUNLEAVY WEALTH MANAGEMENT - FIXED INSURANCE POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 10/02/2023 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 4. FATHOM FINANCIAL PARTNERS - FIXED INSURANCE POSITION: Partner Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2025 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sale/Marketing of Fixed annuities and non-variable Insurance 5. FATHOM FINANCIAL PARTNERS - SECURITIES POSITION: Partner Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/20/2025 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 2023-09-13
  • S66 Uniform Combined State Law Examination
    2023-09-13
Other Names
  • Marygrace Dunleavy
  • Marygrace Mcnamara Dunleavy

View on SEC IAPD

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