Denise Jo Croake

Current Employers

Employment History

• 05/2010 → Present
  Encore Financial Group
  Cheboygan, MI
• 09/2011 → 05/2023
  The O.N. Equity Sales Company
  Cincinnati, OH
• 05/2023 → Present
  Osaic Wealth, Inc.
  Petoskey, MI

Previous Registrations

• 2014-01-13 → 2023-05-11
  On Investment Management Co
  Petoskey, MI
  Cincinnati, OH

Other Businesses

1) CRESS ENTERPRISES LLC POSITION: operations NATURE: LLC, passive income, 3 rental apartments INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2011 ADDRESS: 418 Waukazoo Avenue, Suite 1, Petoskey MI 49770, United States DESCRIPTION: assist renters with their leases, apartment maintenance, maintain building through vendors 2) DENISE CROAKE INSURANCE AGENT POSITION: Insurance agent NATURE: Provide insurance products to clients such as life insurance, disability insurance and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2010 ADDRESS: 504 Country Place Road, Suite 1, Mount Pleasant SC 29464, United States DESCRIPTION: get proposals, complete applications, assist with underwriting steps 3) BREAKING WAVES ENTERPRISES POSITION: owner NATURE: partner in an llc with spouse for a residential rental building with 3 apartments INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2021 ADDRESS: 120 E Lake Street, Petoskey MI 49770, United States DESCRIPTION: assist with paying bills, setting up leases, scheduling vendors, ordering furniture 4) ENCORE FINANCIAL GROUP - DBA SECURITIES POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 05/10/2023 ADDRESS: 418 Waukazoo Avenue, Suite 1, Petoskey MI 49770, United States DESCRIPTION: Sell and service securities products 5.SAVAGE AND ASSOCIATES/AGENCY POSITION: Insurance Agent NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/11/2026 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: running life insurance quotes and sell life insurance policies

Exams

• S66 Uniform Combined State Law Examination
  2013-11-06
• S63 Uniform Securities Agent State Law Examination
  2012-02-08