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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
2905 Wilson Ave Ste 200C, Grandville, MI 49418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Grandville | MI | 11/2014 | 06/2024 |
| Securities America Advisors, Inc. | Grandville | MI | 11/2014 | 06/2024 |
| Osaic Wealth, Inc. | Grandville | MI | 06/2024 | Present |
| Osaic Wealth, Inc. | Grandville | MI | 06/2024 | Present |
1. MASTERS FINANCIAL GROUP OF MICHIGAN/AGENT - DBA 2. INVESTMENT ADVISORY COMMITTEE OF THE REFORMED CHURCH IN AMERICA (RCA) POSITION: Committee Member NATURE: It is a 5+ member Investment Oversight Committee serving my church denomination. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2020 ADDRESS: 4500 60th ST SE, Grand Rapids MI 49512 DESCRIPTION: Work with fellow committee members semiannually to review fixed income investments held in Operating Reserve Funds and equity and fixed income investments held in Endowment Funds. The committee also reviews the investments held in Retirement Funds for Ministers and denominational employees. 3. TD ELZINGA LLC POSITION: Single Member NATURE: TD Elzinga LLC is a Limited Liability Corporation. Income earned from previously disclosed and approved Master's Financial Group fixed insurance sales activity is paid. OSAIC Wealth generated income, while initially directly paid to a personal bank account, is then under advice from my legal counsel transferred to a bank account under TD Elzinga LLC ownership. Business related costs are than paid from TD Elzinga LLC for liability reasons. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2007 ADDRESS: 2905 Wilson Ave SW, Suite 200C, Grandville MI 49418, United States DESCRIPTION: Described above. A single member LLC under which business income and expenses are processed. 4. MASTER'S FINANCIAL GROUP POSITION: Self Employed Salesman NATURE: Life Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 06/07/2007 ADDRESS: 2905 Wilson Ave SW, Suite 200C, Grandville MI 49418 DESCRIPTION: Life insurance and fixed annuity sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-08 |
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