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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| OH | RA | APPROVED | 2019-02-07 |
Branch Locations
4041 W. Sylvania Avenue Suite 200, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Planning Group | Toledo | OH | 10/2018 | Present |
| Pricewaterhouse Coopers | Toledo | OH | 05/2016 | 10/2018 |
| Osaic Wealth, Inc. | Toledo | OH | 01/2019 | Present |
1. EQUITY PLANNING GROUP POSITION: Agent NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 10/29/2018 ADDRESS: 4041 W Sylvania, Suite 200, Toledo OH 43623, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 2. EQUITY PLANNING GROUP, LTD. POSITION: I conduct investment and insurance business under this business name. NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/29/2018 ADDRESS: 4041 W. Sylvania Avenue, Suite 200, Toledo OH 43623, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-01 |
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