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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-10-27 |
| MI | RA | APPROVED | 2016-08-09 |
| OH | RA | APPROVED | 2016-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Assoc | Toledo | OH | 02/1998 | Present |
| Osaic Wealth, Inc. | Toledo | OH | 07/2013 | Present |
1. SAVAGE & ASSOCIATES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 01/01/1998 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Insurance sales 2. DBA SAVAGE & ASSOCIATES - SECURITIES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1998 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell and service investment services and products to my clients. 3. SAVAGE MCVICKER INSURANCE POSITION: board member NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 03/11/2025 ADDRESS: 4331 Keystone Dr., Maumee OH 43537, United States DESCRIPTION: attend board meetings, input on business operations 4. STEPHEN MILEWSKI, INSURANCE AGENT POSITION: Insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1998 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: selling and servicing life and disability insurance policies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-04 |
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