Best Investors Account Sign in
Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-11-01
  • MI RA
    APPROVED
    Since 2019-11-01

Branch Locations

64845 Van Dyke Ave Ste 3, Washington, MI 48095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Secure Investors Group Troy MI 05/2012 Present
Secure Asset Management, Llc Troy MI 05/2012 Present
Secure Mortgage Funding, Llc Troy MI 06/2012 Present
Concorde Investment Services, Llc Troy MI 05/2015 12/2016
Aurora Securities Troy MI 03/2017 11/2019
Osaic Wealth, Inc. Southfield MI 11/2019 Present
  • 05/2012 → Present
    Secure Investors Group
    Troy, MI
  • 05/2012 → Present
    Troy, MI
  • 06/2012 → Present
    Secure Mortgage Funding, Llc
    Troy, MI
  • 05/2015 → 12/2016
    Concorde Investment Services, Llc
    Troy, MI
  • 03/2017 → 11/2019
    Aurora Securities
    Troy, MI
  • 11/2019 → Present
    Southfield, MI
Previous Registrations
Other Businesses

1)JAWW HOLDINGS LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2019 ADDRESS: 11203 Golfview Lane, Washington Township MI 48094, United States DESCRIPTION: I have a rental house in Port Austin, MI 2) NOBLEMARK TAX POSITION: Administration NATURE: Marketing name used for tax preparation. It is not a legal entity. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2019 ADDRESS: 64845 Van Dyke Rd, Ste 3, Washington MI 48095, United States DESCRIPTION: Collect and deliver tax documents. 3) NOBLEMARK FINANCIAL STRATEGIES - SECURITIES POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2019 ADDRESS: 8300 Hall Rd, Ste 207, Utica MI 48317, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 4) NOBLEMARK FINANCIAL STRATEGIES - FIXED INSURANCE POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2019 ADDRESS: 64845 Van Dyke Rd, Ste 3, Washington MI 48095, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance 5) VERLINDE INSURANCE - P&C BROKERAGE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/10/2021 ADDRESS: 68364 Main St, Richmond MI 48062, United States DESCRIPTION: Sales of Property & Casualty insurance 6) VERLINDE INSURANCE AGENCY - BOARD MEMBER POSITION: Non-Profit/Board Member NATURE: Corporation. The entity has a State of Michigan corporate insurance license. Per the State, the corporate license needs to include a DLRP (Designated Licensed Resident Producer) in order to pay commissions to the entity. As the DLRP for Verlinde Insurance, I am on the board of directors in a non-voting/non-compensation capacity. Commissions will be paid to a licensed agent and/or the Corporation. This is for fixed products only (non-security). INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/10/2021 ADDRESS: 68364 Main St, Richmond MI 48062, United States DESCRIPTION: Non-shareholder; non-voting; non-equity board member. Do not participate financially with this entity. 7) PRIVATE MORTGAGE GUARANTEE, LLC POSITION: Mortgage Loan Originator NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/14/2021 ADDRESS: 8300 HALL RD, STE 207, Utica MI 48317, United States DESCRIPTION: I am a Mortgage Loan Originator (MLO) licensed in the State of Michigan. I will be taking Mortgage applications for clients.I do not market this activity anywhere. 8) NOBLEMARK FINANCIAL STRATEGIES - SECURITIES POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2019 ADDRESS: 64845 Van Dyke Rd, Ste 3, Washington MI 48095, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 9) PRIVATE MORTGAGE GUARANTEE, LLC POSITION: Mortgage Loan Originator NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/14/2021 ADDRESS: 2130 Wealthy St SE, Grand Rapids MI 49506, United States DESCRIPTION: I am a Mortgage Loan Originator (MLO) licensed in the State of Michigan. I will be taking Mortgage applications for clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-15
S63 Uniform Securities Agent State Law Examination 2008-09-18
  • S65 Uniform Investment Adviser Law Examination
    2010-04-15
  • S63 Uniform Securities Agent State Law Examination
    2008-09-18

View on SEC IAPD

More in Washington, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor