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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-04 |
| MI | RA | APPROVED | 2019-01-04 |
| OH | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock/Signator Investors, Inc. | Southfield | MI | 01/2006 | 11/2018 |
| Osaic Wealth, Inc. | Maumee | OH | 11/2018 | Present |
1.PLATINUM WEALTH SOLUTIONS OF OHIO - FIXED INSURANCE POSITION: Financial Planner and Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2019ADDRESS: 2750 Centennial Road, Toledo OH 43617, United States DESCRIPTION: Sales/Marketing of fixed insurance products 2.PLATINUM WEALTH SOLUTIONS OF OHIO - SECURITIES POSITION: Financial Planner and Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2019 ADDRESS: 2750 Centennial Road, Toledo OH 43617, United States DESCRIPTION: Entity owned by Rajesh Laungani for securities solicitation. I have received permission to use it. 3. TOLEDO OPERA ASSOCIATION POSITION: Member of Toledo Opera Endowment Commitee NATURE: Non-Profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2025 ADDRESS: 425 Jefferson Ave, Suite 601, Toledo OH 43604, United States DESCRIPTION: Review monthly statements from Investment Firm managing endowment assets. No check writing or trading instructions. All investments of endowment assets performed by external investment firm.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-09 |
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