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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-04-06 |
| OH | RA | APPROVED | 2016-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Associates | Toledo | OH | 03/2014 | Present |
| Ohsaa | Toledo | OH | 09/2012 | Present |
| University Of Toledo Rec Center | Toledo | OH | 12/2013 | Present |
| University Of Toledo Resident Life | Toledo | OH | 01/2012 | Present |
| Osaic Wealth Inc. | Maumee | OH | 02/2014 | Present |
| Savage & Associates | Maumee | OH | 01/2015 | Present |
1) SAVAGE & ASSOCIATES POSITION: Financial Professional NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2015 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: 11. Oversee client investments, make recommendations, manage a portfolio as part of my primary function as a financial professional 2) RIGHT CAPITAL LLC POSITION: Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/09/2021 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: This LLC was established between Nick and Megan Rightnowar. It serves solely as to facilitate our payroll for employees as well as assist in the annual tax filings 3) ARCHBOLD PROPERTY COMPANY POSITION: Shareholder NATURE: LLC Owners: Pat & Patti McNamara - Current owners who are divesting. Megan's parents and clientsNick & Megan Rightnowar - SelfEvan & Kerigan Gardner - Clients of Megan RightnowarLogan & Mady McNamara Brennan & Catie McNamara Stephen & Teagan Barany? INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2022 ADDRESS: 733 W Barre Rd, Archbold OH 43502, United States DESCRIPTION: Receive an annual K-1 for Archbold Property in the Company as I have become a partner in the business. Archbold Property Co LLC is an eligible small partnership and has elected out of the centralized partnership audit rules in accordance with proposed regulation 301.6221(B)-1. 4) SAVAGE & ASSOCIATES POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/2015 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537 DESCRIPTION: sell and service Insurance products to clients. As part of my financial planning process, I review my clients individual insurance needs, specifically, life, health and disability insurance. Should there be a need for those products, I work with the client to apply with the various insurance companies to acquire the coverage that best fits the need or objective. Additionally, I work with small businesses to acquire group health insurance plans for their employees. 5) RIGHTNOWAR MEDIA PRODUCTIONS POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/15/2024 ADDRESS: 3111 Alex Ct, Maumee OH 43537, United States DESCRIPTION: Produce a podcast with business partner, Megan Rightnowar, that covers general financial education. 6)NICHOLAS RIGHTNOWAR, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling life and health insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-31 |
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