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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-06-14
  • MI RA
    APPROVED
    Since 2024-06-14

Branch Locations

30680 W 12 Mile Rd, Farmington Hills, MI 48334 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Farmington Hills MI 09/2010 06/2024
Securities America Advisors, Inc. Farmington Hills MI 09/2010 06/2024
Osaic Wealth, Inc. Farmington Hills MI 06/2024 Present
Osaic Wealth, Inc. Farmington Hills MI 06/2024 Present
  • 09/2010 → 06/2024
    Securities America, Inc.
    Farmington Hills, MI
  • 09/2010 → 06/2024
    Securities America Advisors, Inc.
    Farmington Hills, MI
  • 06/2024 → Present
    Farmington Hills, MI
  • 06/2024 → Present
    Farmington Hills, MI
Previous Registrations
  • 2010-09-10 → 2024-06-14
    Securities America Advisors, Inc.
    Farmington Hills, MI
  • 2010-01-07 → 2010-09-28
    Equitas America, Llc
    Farmington Hills, MI
    Farmington Hills, MI
Other Businesses

1. MPA INVESTMENTS, LLC POSITION: member NATURE: MPA INVESTMENTS LLC, FARMINGTON HILLS, MI - Property -START DATE: 1998 - LOCATED AT 30680 W 12 MILE RD, FARMINGTON HILLS, MI 48334 - TIME SPENT: 10% INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1998 ADDRESS: 30680 Twelve Mile Rd, Farmington Hills MI 48334 DESCRIPTION: owns property in which our office is located 2. MPA, INC. POSITION: sales NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/01/1992 ADDRESS: 30680 Twelve Mile Road, Farmington Hills MI 48334 DESCRIPTION: life insurance, annuities, health insurance sales 3. MIDWEST PENSION ACTUARIES, INC. POSITION: Principal NATURE: MIDWEST PENSION ACTUARIES, INC./ PENSION ADMINISTRATION-- PRESIDENT INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/04/1992 ADDRESS: 30680 Twelve Mile Road, Farmington Hills MI 48334 DESCRIPTION: pension administration and consulting 4. MYMICHIGAN HEALTH POSITION: Volunteer NATURE: MyMichigan is a non-profit medical system that operates in the rural areas of the State of Michigan. I am a volunteer on one of their committees. This is an unpaid volunteer position. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/14/2025 ADDRESS: 4000 Wellness Drive, Midland MI 48670, United States DESCRIPTION: I am a volunteer on the Investment Committee. The committee oversees the investment activities of the system. We do not manage the investments nor do we have any control over the investments. The Investment Committee has no immediate control over any assets or accounts. The Investment Committee's purpose is to advise and assist the MyMichigan Health Board of Directors in the following areas: - Set the strategic asset allocation of assets - Establish standards to evaluate the risk and return of investment allocation and select managers as appropriate - Approve investment policies including return targets, tolerance bands, liquidity needs, and performance benchmarks - Review investment performance - Review investment costs - Review and report investment and benefit plan performance to the Board of Directors - Advise and assist with record keeper selection, compliance monitoring and approve hiring and firing of managers in the Tax Deferral 403(B) Plan

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-17
S63 Uniform Securities Agent State Law Examination 1993-11-22
  • S65 Uniform Investment Adviser Law Examination
    2009-12-17
  • S63 Uniform Securities Agent State Law Examination
    1993-11-22

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