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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
30680 W 12 Mile Rd, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-22 |
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