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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-01-04 |
| TX | RA | APPROVED | 2020-01-29 |
| FL | RA | APPROVED | 2019-10-15 |
| MI | RA | APPROVED | 2019-09-06 |
| IN | RA | APPROVED | 2018-10-03 |
| OH | RA | APPROVED | 2018-10-02 |
Branch Locations
2498 Bluestone Drive Suite A, Findlay, OH 45840 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Findlay | OH | 10/2012 | 10/2018 |
| Sycamore Springs Golf Course | Arlington | OH | 01/2015 | Present |
| Royal Alliance | Findlay | OH | 10/2018 | 08/2023 |
| Osaic Wealth, Inc | Findlay | OH | 08/2023 | Present |
1. BRIMLEY FRISCH WEALTH MANAGEMENT LLC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/02/2018 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: Insurance 2. FINDLAY COUNTRY CLUB POSITION: Grounds Committee NATURE: Golf, social and tennis country club INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2022 ADDRESS: 1500 Country Club Drive, Findlay OH 45840, United States DESCRIPTION: Serving on the Grounds Committee to advise the board as to where the grounds of the Country Club can improve, where they are stressed and where they are ideal. Working with the committee inprioritizing short- and long-term project and improvements. 3. SAVAGE & ASSOCIATES POSITION: Financial Professional NATURE: This is my primary securities business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2018 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: This is my primary position with Savage & Associates doing securities business 4. SAVAGE & ASSOCIATES POSITION: Agent NATURE: Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/02/2018 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: Insurance agent is part of my function as a securities advisor 5. JONATHAN BRIMLEY, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 03/16/2006 ADDRESS: 2498 Bluestone Drive, Suite A, Findlay OH 45840, United States DESCRIPTION: Sell and service insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-27 |
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