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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-13
MI RA APPROVED 2024-02-05
  • TX RA
    APPROVED
    Since 2024-05-13
  • MI RA
    APPROVED
    Since 2024-02-05

Branch Locations

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
Edward Jones St Louis MO 12/2018 02/2024
Jimmy Johns East Lansing MI 08/2016 12/2018
Goldman Advisors Group Mt Pleasant MI 05/2018 08/2018
Michigan State University East Lansing MI 09/2016 08/2018
Osaic Southfield MI 02/2024 Present
  • 12/2018 → 02/2024
    St Louis, MO
  • 08/2016 → 12/2018
    Jimmy Johns
    East Lansing, MI
  • 05/2018 → 08/2018
    Goldman Advisors Group
    Mt Pleasant, MI
  • 09/2016 → 08/2018
    Michigan State University
    East Lansing, MI
  • 02/2024 → Present
    Osaic
    Southfield, MI
Previous Registrations
  • 2019-03-06 → 2024-02-03
    Attica, MI
    Maryland Heights, MO
    East Lansing, MI
    St Louis, MO
    Northville, MI
    West Bloomfield, MI
Other Businesses

1. MICHIGAN FINANCIAL COMPANIES POSITION: Wealth Management Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2024 ADDRESS: 28411 Northwestern Hwy, Suite 1300, SOUTHFIELD MI 48034, United States DESCRIPTION: Securities registration, Investment advisory services, Financial plan creation 2. MICHIGAN FINANCIAL COMPANIES POSITION: Wealth Management Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2024 ADDRESS: 28411 Northwestern Hwy, Suite 1300, SOUTHFIELD MI 48034, United States DESCRIPTION: Security registrations, Investment advisory services, Creation of financial plans

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Other Names
  • Jacob Peters
  • Jacob Christian Peters

View on SEC IAPD

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