Scott Thomas Walsh

Current Employers

Employment History

• 01/1988 → Present
  Savage & Associates
  Toledo, OH
• 07/2013 → 06/2023
  Royal Alliance
  Toledo, OH
• 06/2023 → Present
  Osaic Wealth, Inc
  Toledo, OH

Previous Registrations

• 2006-04-10 → 2013-07-12
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH
• 2002-06-14 → 2006-11-03
  Walnut Street Advisers Inc
  Toledo, OH

Other Businesses

1. HOUSE OF THE SUN HOA BOARD OF DIRECTORS POSITION: Member at Large NATURE: I sit on the board of directors for the Home Owners Association. My wife and I own a condo in the building. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/10/2018 ADDRESS: 6518 Midnight Pass Road, Sarasota FL 34242, United States DESCRIPTION: Member of board which reviews financial statements, building maintenance and marketing strategies. 2. SAVAGE & ASSOCIATES POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 02/01/1988 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Health Insurance Broker 3. SAVAGE AND ASSOCIATES - SECURITIES DBA POSITION: Investment Advisor NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/13/2013 ADDRESS: 655 BEAVER CREEK CIR, MAUMEE OH 43537-1738, United States DESCRIPTION: I only keep my license in order to share commissions with other advisors to whom I've given my clients to. 4. SCOTT WALSH, INSURANCE AGENT POSITION: Insurance agent NATURE: Sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/1988 ADDRESS: 655 BEAVER CREEK CIR, MAUMEE OH 43537-1738, United States DESCRIPTION: Selling life and health insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-25
• S63 Uniform Securities Agent State Law Examination
  1994-02-17