Brendan G Dunleavy

Current Employers

Employment History

• 11/2018 → Present
  Osaic Wealth, Inc.
  Southfield, MI
• 06/2004 → 11/2018
  Signator Investors/ John Hancock
  Southfield, MI

Previous Registrations

• 2005-01-24 → 2018-11-02
  Signator Investors, Inc.
  Southfield, MI
  Southfield, MI

Other Businesses

1) BOARD OF DIRECTORS MEMBER - CHARITABLE ORG STATE F MI DEPT OF HUMAN SERVICES POSITION: board member NATURE: Member on the board of directors for charity org INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 12/17/2012 ADDRESS: 3040 W. Grand Blvd, Suite 5-650, Detroit MI 48202, United States DESCRIPTION: non compensated board member for charity org. 2) MICHIGAN FINANCIAL COMPANIES - DUNLEAVY WEALTH MANAGEMENT - INSURANCE POSITION: owner NATURE: marketing title INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: selling insurance 3) MICHIGAN FINANCIAL COMPANIES/DUNLEAVY WEALTH MANAGEMENT - SECURITIES POSITION: Executive Director of Financial Planning NATURE: Michigan Financial Companies is a corporation. Dunleavy Wealth Management is a marketing name. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/21/2004 ADDRESS: 28411 northwestern hwy, suite 1300, southfield MI 48034, United States DESCRIPTION: Sales/Marketing of securities, investment advisoryand insurance products 4) IRISH NETWORK DETROIT POSITION: Board Member NATURE: Non-profit board that tries to promote companies and business with Irish Heritage. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2019 ADDRESS: 49321 Fox Drive North, Suite 1300, Southfield MI 48034, United States DESCRIPTION: The Irish Network Detroit is an organization of individuals, business people and other community members working together to advance the business, culture, education and civic welfare of the citizens of Michigan who are of Irish descent. As a board member we will over see the operation of the various officers. 5) FATHOM FINANCIAL PARTNERS - SECURITIES POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/11/2025 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 6) FATHOM FINANCIAL PARTNERS - FIXED INSURANCE POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/11/2025 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-18
• S63 Uniform Securities Agent State Law Examination
  1996-03-01