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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-30
MI RA APPROVED 2024-12-19
  • OH RA
    APPROVED
    Since 2025-01-30
  • MI RA
    APPROVED
    Since 2024-12-19

Branch Locations

655 Beaver Creek Circle, Maumee, OH 43537 • 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
Osaic Wealth, Inc. Maumee OH 08/2024 Present
Full Time Student Temperance MI 08/2014 06/2021
Lily Ann Cabinets Adrian MI 06/2021 06/2024
Savage And Associates Maumee OH 06/2024 08/2024
  • 08/2024 → Present
    Maumee, OH
  • 08/2014 → 06/2021
    Full Time Student
    Temperance, MI
  • 06/2021 → 06/2024
    Lily Ann Cabinets
    Adrian, MI
  • 06/2024 → 08/2024
    Savage And Associates
    Maumee, OH
Other Businesses

SAVAGE AND ASSOCIATES - AGENCY POSITION: Financial Advisor NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/17/2024 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell Insurance Products JAMES FULEKY, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/17/2024 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell Insurance Products DBA - SAVAGE AND ASSOCIATES, SECURITIES POSITION: Financial Advisor NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 12/17/2024 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell and service security products. JIMMY FULEKY INFLUNCER POSITION: Influencer NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2024 ADDRESS: 10661 dodge hwy, Morenci MI 49256, United States DESCRIPTION: Prompt gym clothing and brands.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-17
  • S66 Uniform Combined State Law Examination
    2024-12-17

View on SEC IAPD

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