Dennis Todd Rife

Current Employers

Employment History

• 12/1993 → Present
  Savage & Associates
  Toledo, OH
• 07/2013 → Present
  Royal Alliance
  Toledo, OH
• 03/2008 → Present
  Deacon Dennis T. Rife
  Holland, OH
• 08/2023 → Present
  Osaic Wealth
  Toledo, OH

Previous Registrations

• 2006-02-27 → 2013-07-12
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH
• 2001-06-12 → 2006-11-02
  Walnut Street Advisers Inc
  Toledo, OH

Other Businesses

1) DENNIS T. RIFE POSITION: Trustee NATURE: Not a business, a trustee. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2016 ADDRESS: 7660 Jonathan Drive, Holland OH 43528, United States DESCRIPTION: I am the trustee of my mom's irrevocable trust. It involves paying taxes on the assets held inside her trust account as needed. Management of those assets are still her responsibility. 2) DEACON DENNIS T. RIFE POSITION: Deacon NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 03/15/2008 ADDRESS: 7660 Jonathan Drive, Holland OH 43528, United States DESCRIPTION: Ordained a Deacon in the Catholic Church in September 2013and will be performing weddings, baptisms, and funeral services for individuals or funeral homes. I have been performing vigils and funerals for the past 11 years and received a total of $1000 for around 135 funerals/vigils that I have done. Now that I am ordained, I may receive a gift from the families usually $25 per activity but as you can see from the last11 years, it is more likely to be none. If I celebrate a funeral directly for a funeral home, I receive $100. I have performed12 of those in the past nine years. No expectation of the averages changing. 3) Area Office on Aging Advisory Board POSITION: Advisory board member NATURE: NON PROFIT. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2002 ADDRESS: DESCRIPTION: Attend meetings and give feedback on current happenings at the AOoA. 4) SAVAGE & ASSOCIATES POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 08/01/1993 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sales of life, health and disability to both individuals and groups. 5) SAVAGE AND ASSOCIATES - SECURITIES DBA POSITION: Financial Professional NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 06/30/1995 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Oversee client investments, make recommendations, manage a portfolio as part of my primary function as a FP 6)DENNIS T. RIFE INSURANCE AGENT POSITION: insurance agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 07/01/1993 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell and service insurance policies to clients

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-03-15