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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-01
MI RA APPROVED 2023-09-01
  • FL RA
    APPROVED
    Since 2023-09-01
  • MI RA
    APPROVED
    Since 2023-09-01

Branch Locations

Rochester Hills, MI • United States

12900 Hall Road Suite 110, Sterling Heights, MI 48313 • 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
Midwest Financial Advisors Sterling Heights MI 01/2006 Present
Osaic Wealth, Inc. Sterling Heights MI 09/2023 Present
  • 01/2006 → Present
    Midwest Financial Advisors
    Sterling Heights, MI
  • 09/2023 → Present
    Sterling Heights, MI
Previous Registrations
Other Businesses

1. MIDWEST FINANCIAL ADVISORS, INVESTMENT RELATED, 12900 HALL ROAD, SUITE 415, STERLING HEIGHTS, MI 48313, VICE PRESIDENT,START DATE :01-JAN-2006 HOURS :80, SECURITY HOURS: 80,MANAGE INVESTMENT ACTIVITIES UNDER SAGEPOINT FINANCIAL. 2. RYAN M ARMSTRONG, INVESTMENT RELATED,12900 HALL ROAD, SUITE 415, STERLING HEIGHTS, MI 48313, START DATE :01-MAR-2010, HOURS: 80, SECURITY HOURS: 80,IAR WITH THE CORPORATE RIA. 3. MIDWEST FINANCIAL ADVISORS,NOT INVESTMENT RELATED,12900 HALL ROAD, SUITE 415 STERLING HEIGHTS, MI 48313,VICE PRESIDENT/AGENT, START DATE:01-JAN-2006,HOURS :80 SECURITY HOURS: 80,PROVIDE INSURANCE SERVICES, QUOTES AND FINANCIAL ADVICE TO MY CLIENTS AND POTENTIAL CLIENTS 4. MIDWEST FINANCIAL ADVISORS POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/23/2026 ADDRESS: 12900 Hall Road, Suite 110, Sterling Heights MI 48313, United States DESCRIPTION: Provide insurance services, quotes, and financial advice to my clients and potential clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-29
  • S66 Uniform Combined State Law Examination
    2005-09-29

View on SEC IAPD

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