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Steffanie Marie Osborn

First Dollar Saved LLC

Spring Lake, MI

CRD 7689975

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Employer firm

First Dollar Saved LLC CRD 325113

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
First Dollar Saved Llc

Spring Lake, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-02-22
  • MI RA
    APPROVED
    Since 2023-02-22

Branch Locations

Spring Lake, MI • 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
Home Spring Lake MI 04/2015 12/2022
First Dollar Saved Spring Lake MI 01/2023 Present
  • 04/2015 → 12/2022
    Home
    Spring Lake, MI
  • 01/2023 → Present
    First Dollar Saved
    Spring Lake, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-03
  • S65 Uniform Investment Adviser Law Examination
    2022-11-03

View on SEC IAPD

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