Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-12-19 |
| ND | RA | APPROVED | 2024-03-19 |
| GA | RA | APPROVED | 2024-03-13 |
| FL | RA | APPROVED | 2024-03-12 |
| AL | RA | APPROVED | 2024-03-11 |
| AR | RA | APPROVED | 2024-03-11 |
| CA | RA | APPROVED | 2024-03-11 |
| CO | RA | APPROVED | 2024-03-11 |
| CT | RA | APPROVED | 2024-03-11 |
| DE | RA | APPROVED | 2024-03-11 |
| HI | RA | APPROVED | 2024-03-11 |
| ID | RA | APPROVED | 2024-03-11 |
| IL | RA | APPROVED | 2024-03-11 |
| IN | RA | APPROVED | 2024-03-11 |
| IA | RA | APPROVED | 2024-03-11 |
| KS | RA | APPROVED | 2024-03-11 |
| KY | RA | APPROVED | 2024-03-11 |
| LA | RA | APPROVED | 2024-03-11 |
| MI | RA | APPROVED | 2024-03-11 |
| NH | RA | APPROVED | 2024-03-11 |
| NC | RA | APPROVED | 2024-03-11 |
| PA | RA | APPROVED | 2024-03-11 |
| RI | RA | APPROVED | 2024-03-11 |
| SC | RA | APPROVED | 2024-03-11 |
| TX | RA | APPROVED_RES | 2019-03-14 |
| OH | RA | APPROVED | 2013-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Assoc. | Toledo | OH | 06/1984 | Present |
| Royal Alliance | Toledo | OH | 07/2013 | 08/2023 |
| Osaic Wealth, Inc | Toledo | OH | 08/2023 | Present |
1) RALPH TOLAND INSURANCE POSITION: GENERAL AGENT NATURE: INSURANCE AGENCY: YES : NUMBER OF HOURS: 60 INVESTMENT RELATED HOURS: 60 START DATE: 01/01/2014: 655 BEAVER CREEK CIRCLE, MAUMEE, OH 43537: SELL LIFE INSURANCE PRODUCTS, ASSIST AGENTS IN SELLING LIFE INSURANCE. 2) SAVAGE & ASSOCIATES POSITION: Owner - NATURE: Corp: Yes : NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 12/01/2013 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537: President and CEO responsible for managing the day to day operations of Savage & Associates. Sales and service of securities and investment advisory. 3) FOX DEVELOPMENT GROUP II LLC. POSITION: managing member NATURE: LLC. owning real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/04/2020 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537: oversee the LLC. and report the finances to the other owners 4) NATIONAL MUSEUM OF THE GREAT LAKES POSITION: Board Member NATURE: not for profit museum: No : NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/23/2020 ADDRESS: 1701 Front Street, Toledo OH 43605: Attend meetings and vote on matters of the board. 5) FOX DEVELOPMENT GROUP LLC. POSITION: Managing Member NATURE: LLC. owning real estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2016. ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Oversee the LLC. and report the finances to the other owners. 6) YMCA POSITION: Chairman of the board NATURE: not for profit corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/22/2019 ADDRESS: 1500 North Superior st., Toledo OH 43604, United States DESCRIPTION: attend a board meeting 6 times per year and 1 strategic planning committee meeting every month. vote on proposed decisions as presented by the executive committee. 7) SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/03/1993 ADDRESS: 655 Beaver creek circle, Maumee OH 43537, United States DESCRIPTION: Over see client investments, make recommendations, manage a portfolio as part of my primary function as a FP. 13)FIRST FINANCIAL RESOURCE (FFR) POSITION: Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2013 ADDRESS: 100 Spectrum Center Dr., Suite 400 I, Irvine CA 92618: First Financial Resources (FFR) is a producer group solely owned by its member advisors and provides access to fixed life insurance and/or term life insurance products while providing potentially higher commission earnings. 8) SAVAGE AND ASSOCIATES /AGENCY POSITION: General Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/13/2013 ADDRESS: 655 Beaver creek circle, Maumee OH 43537, United States DESCRIPTION: Review contracts and oversee carrier business. 9) SAVAGE FOUNDATION POSITION: Board member NATURE: 501C3 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2013 ADDRESS: 655 Beaver creek circle, Maumee OH 43537, United States DESCRIPTION: administer foundation funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-17 |
Reach out to this advisor