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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-14 |
| DC | RA | APPROVED | 2018-12-26 |
| CA | RA | APPROVED | 2018-11-02 |
| MI | RA | APPROVED | 2018-11-02 |
Branch Locations
7 West Square Lake Road Suite 139, Bloomfield Hills, MI 48302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc | Southfield | MI | 08/2009 | 11/2018 |
| Osaic Wealth, Inc. | Bloomfield Hills | MI | 11/2018 | Present |
1. INSURANCE BROKER: PROPERTY AND CASUALTY , VANTAGEPOINTE RISK MGMT, 3333 EVERGREEN NE STE 200, GRAND RAPIDS MI 49525 , PROPERTY AND CASUALTY , AGENT. WILL WORK WITH OUR P&C PRESIDENT SENDING HIM REFERRALS. NO ACTUAL SALE WILL BE COMPLETED BY THE ASSOCIATE , START OF RELATIONSHIP: AUG 1, 2011 , APPROXIMATE # OF HOURS PER MONTH: 10.... 2. LIFE AND HEALTH INSURANCE POSITION: representative NATURE: life and health insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/07/2011 ADDRESS: 7 West Square Lake Rd #139, BLOOMFIELD HILLS MI 48302, United States DESCRIPTION: solicitation of life insurance sales 3. DRUMMER POSITION: drummer NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 49133 WHITE MILL DR, SHELBY TOWNSHIP MI 48317, United States DESCRIPTION: play drums in a band perform live twice a year 4. VANTAGEPOINTE FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/10/2009 ADDRESS: 7 West Square Lake Rd #139, BLOOMFIELD HILLS MI 48302, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 5. VOYA LIFE INSURANCE POSITION: Agent NATURE: Life insurance direct with Voya INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/26/2021 ADDRESS: 7 West Square Lake Rd #139, BLOOMFIELD HILLS MI 48302, United States DESCRIPTION: Sales 6. BIRMINGHAM BLOOMFIELD CHAMBER OF COMMERCE POSITION: Ambassador NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/03/2022 ADDRESS: 725 S Adams Rd., Birmingham MI 48009, United States DESCRIPTION: As an ambassador I am expected to promote the benefits of the Chamber to new and existing members. I will volunteer at certain events such as checking in and directing attendees where to go. I will also contact new and existing members and share the benefits of membership. 7. TRUSTEE FOR FUAD KHAZNEHKATBI LIVING TRUST POSITION: Trustee NATURE: Trustee on my parents trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2022 ADDRESS: 6184 Lantern Ln, Bloomfield Hills MI 48301, United States DESCRIPTION: Trustee 8. CYPHER RESEARCH POSITION: Study participant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/07/2023 ADDRESS: 13975 Farmington Rd., Livonia MI 48154, United States DESCRIPTION: Participating in a study on Electric Vehicles for Cypher research
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-13 |
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