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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-23
  • OH RA
    APPROVED
    Since 2025-09-23

Branch Locations

6250 W Tiffin St, Bascom, OH 44809 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dutch Kitchen Dalton OH 06/2017 08/2021
Round Grove Products Orrville OH 06/2021 08/2021
Wayne Savings Community Bank Wooster OH 05/2022 08/2022
Student Dalton OH 12/2012 05/2020
Student Bowling Green OH 08/2021 12/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2022 11/2024
Northwestern Mutual Investment Services Llc Toledo OH 12/2023 11/2024
Osaic Wealth Inc Bascom OH 01/2025 Present
  • 06/2017 → 08/2021
    Dutch Kitchen
    Dalton, OH
  • 06/2021 → 08/2021
    Round Grove Products
    Orrville, OH
  • 05/2022 → 08/2022
    Wayne Savings Community Bank
    Wooster, OH
  • 12/2012 → 05/2020
    Student
    Dalton, OH
  • 08/2021 → 12/2024
    Student
    Bowling Green, OH
  • 12/2022 → 11/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2023 → 11/2024
    Northwestern Mutual Investment Services Llc
    Toledo, OH
  • 01/2025 → Present
    Bascom, OH
Other Businesses

1. TIELL FG ENTERPRISES LLC POSITION: Employee NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/06/2025 ADDRESS: 6250 W Tiffin St, Bascom OH 44809, United States DESCRIPTION: I am an employee of this LLC and who pays me. 2. TIELL FINANCIAL GROUP POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 02/12/2026 ADDRESS: 6250 W Tiffin St, Bascom OH 44809, United States DESCRIPTION: Life insurance and fixed annuity sales 3. TENACITY ADVISORY GROUP INC. POSITION: Affiliated Advisor NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/12/2026 ADDRESS: 2700 Vernon Dr., Green Bay WI 54304, United States DESCRIPTION: Share best practices 4. E4 INSURANCE POSITION: Agent NATURE: Insurance IMO, a platform to review rates on non-BD insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/12/2025 ADDRESS: 2280 45th St, Suite C, Fargo ND 58104, United States DESCRIPTION: This is an insurance IMO we use for life insurance and annuities that are not through the BD.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-20
S63 Uniform Securities Agent State Law Examination 2024-02-24
  • S65 Uniform Investment Adviser Law Examination
    2025-09-20
  • S63 Uniform Securities Agent State Law Examination
    2024-02-24
Other Names
  • Dillon Horst

View on SEC IAPD

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