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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| MI | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
25925 Telegraph Rd, Ste 201, Southfield, MI 48033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Southfield | MI | 04/2011 | 06/2024 |
| Securities America Advisors, Inc. | Soughfield | MI | 04/2011 | 06/2024 |
| Osaic Wealth, Inc. | Southfield | MI | 06/2024 | Present |
1. SECURE PLANNING STRATEGIES POSITION: owner NATURE: INSURANCE SALES - AGENT - INVESTMNET RELATED - START DATE: 07/2001 - LOCATED AT 24800 DENSO DRIVE SUITE 265 SOUTHFIELD MI 48033 United States INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 3 START DATE: 04/15/2011 ADDRESS: 25925 Telegraph Road, Suite 201, Southfield MI 48033 DESCRIPTION: Fixed business and life insurance sale 2. SECURE PLANNING STRATEGIES POSITION: Lessor NATURE: Sublease our office to a CPA for potential referrals INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2025 ADDRESS: 25925 Telegraph Road, Suite 201, Southfield MI 48033, United States DESCRIPTION: We will provide professional services to each other clients and grow our business together. 3. HUB/CREATIVE BENEFIT & INSURANCE SOLUTIONS LLC POSITION: Help serve my client for the health insurance needs NATURE: HUB/Creative Benefits & Insurance Solutions LC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2014 ADDRESS: 45170 Cass Avenue, Utica MI 48317 DESCRIPTION: I referred one business client to Creative Benefits &Insurance Solutions, LLC for sharing the health insurance commission. 4. THE ORGANIZATION OF CHINESE AMERICANS POSITION: Vice President - Finance NATURE: Touching hundreds of thousands of AANHPIs each year, OCA National Center works with its organizational partners, members, chapters, and supporters to empower the next generation of leaders. (It is a 501(c) 3 organization.) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 900 19th Street NW, 6th Floor, Washington DC 20006, United States DESCRIPTION: I will work with the Treasurer on the annual budget and oversee the accounting book, and the VP - Fund development for sponsorship or donation ideas, and serve as an observer, without executive power or trading power, on the investment committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-17 |
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