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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Grand Haven | MI | 01/2008 | 05/2019 |
| Securities America, Inc. | Muskegon | MI | 06/2019 | 06/2024 |
| Securities America Advisors | Muskegon | MI | 06/2019 | 06/2024 |
| Osaic Wealth, Inc. | Muskegon | MI | 06/2024 | Present |
| Osaic Wealth, Inc. | Muskegon | MI | 06/2024 | Present |
Advisory Position: Advisor Nature: Advisory Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 05/20/2019 Address: 3317 Roosevelt Rd, Muskegon MI 49441, United States Insurance Position: Sales Nature: Insurance Sales Investment Related: Yes Hours: 10 Securities Trading Hours: 10 Start Date: 05/20/2019 Address: 1975 Holton Rd Muskegon, MI 49445 , United States Terraza LLC Position: Partner Nature: Partner in an Terraza LLC Investment Related: No Hours: 5 Securities Trading Hours: 2 Start Date: 02/01/2015 Address: 4535 Forest Lake Ct, Grand Rapids MI 49546, United States
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-03 |
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