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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-06-14 |
Branch Locations
25925 Telegraph Rd, Ste 201, Southfield, MI 48033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Troy, | MI | 07/2018 | 10/2018 |
| Unemployed | Shelby Township | MI | 08/2017 | 07/2018 |
| Unemployed | East Lansing | MI | 08/2017 | 05/2018 |
| Securities America | La Vista | NE | 05/2017 | 08/2017 |
| Unemployed | East Lansing | MI | 08/2016 | 05/2017 |
| Securities America, Inc. | Southfield | MI | 10/2018 | 06/2024 |
| Securities America Advisors | Southfield | MI | 01/2020 | 06/2024 |
| Osaic Wealth, Inc. | Southfield | MI | 06/2024 | Present |
| Osaic Wealth, Inc. | Southfield | MI | 06/2024 | Present |
1. LIFE INSURANCE LICENSE POSITION: Agent NATURE: Insurance License INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2018 ADDRESS: 25925 Telegraph Road, Suite 201, Southfield MI 48033, United States DESCRIPTION: I have an active accident and health, life, and variable annuity license. 2. SECURE PLANNING STRATEGIES POSITION: Associate Advisor NATURE: I am joining Securities America Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2020 ADDRESS: 25925 Telegraph Road, Suite 201, Southfield MI 48033, United States DESCRIPTION: Entering my role as associate advisor with the firm, meeting with clients, and continuing to work on client accounts. 3. N/A POSITION: Notary NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/07/2022 ADDRESS: 25925 Telegraph Road, Suite 201, Southfield MI 48033, United States DESCRIPTION: Provide notary services to client at no cost.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-21 |
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