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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-22 |
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | Boston | MA | 12/1994 | 11/2018 |
| Osaic Wealth, Inc. | Southfield | MI | 11/2018 | Present |
1. MICHIGAN FINANCIAL COMPANIES - FIXED INSURANCE POSITION: Agent, etc. NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/1994 ADDRESS: 28411 NW Hwy., Ste. 1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing of fixed annuities and non variable insurance 2. MICHIGAN FINANCIAL COMPANIES - SECURITIES/IAR POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/1994 ADDRESS: 28411 NW Hwy., Ste. 1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-21 |
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