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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fox Financial Services | Muskegon | MI | 09/2003 | Present |
| Securities America Inc. | Muskegon | MI | 05/2016 | 06/2024 |
| Securities America Advisors | Muskegon | MI | 05/2016 | 06/2024 |
| Osaic Wealth, Inc. | Muskegon | MI | 06/2024 | Present |
***Fox Financial Services -President/Sole Proprietor-DBA-Start Date: 01/01/1999 LOCATED AT 1975 Holton Rd, Muskegon MI 49445 ***INSURANCE SALE -AGENT-INVESTMENT RELATED-START DATE: 4/2014 LOCATED AT 1975 HOLTON RD; MUSKEGON, MI ***FOX FINANCIAL SERVICES POSITION: Advisor NATURE: SECURITIES AMERICA ADVISORS-IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 1975 Holton Rd, Muskegon MI 49445 DESCRIPTION: Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-18 |
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