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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-05 |
| MI | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Birmingham | MI | 09/2014 | 08/2023 |
| Osaic Wealth Inc | Birmingham | MI | 09/2023 | Present |
1. INVESTMENT CONSULTING GROUP POSITION: Vice President/Financial Advisor/Marketing Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 170 START DATE: 09/01/2014 ADDRESS: 500 S. Old Woodward Ave, Birmingham MI 48009, United States DESCRIPTION: Providing Financial Services to individuals, families, executives, and small businesses. 2. SPENCER SCHMALE FINANCIAL, LLC POSITION: Owner/100%Shareholder NATURE: LLC with S-Corp Taxation Status INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/15/2023 ADDRESS: 1805 Mansfield Rd, Birmingham MI 48009, United States DESCRIPTION: commissions to be paid into this account
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-06 |
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