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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 2025-04-22
  • MI RA
    APPROVED
    Since 2025-04-22

Branch Locations

2163 University Park Dr Suite 110, Okemos, MI 48864 • United States

Mason, MI • 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 Okemos MI 04/2025 Present
Ascend Virtual Assistance Mason MI 11/2018 01/2025
Stay At Home Mom Mason MI 07/2011 11/2018
  • 04/2025 → Present
    Osaic
    Okemos, MI
  • 11/2018 → 01/2025
    Ascend Virtual Assistance
    Mason, MI
  • 07/2011 → 11/2018
    Stay At Home Mom
    Mason, MI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-02
S65 Uniform Investment Adviser Law Examination 2024-12-12
  • S63 Uniform Securities Agent State Law Examination
    2026-03-02
  • S65 Uniform Investment Adviser Law Examination
    2024-12-12
Other Names
  • Tonya Sue Schroeder
  • Tonya Sue Dysinger

View on SEC IAPD

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