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2370 Delta Rd., Bay City, MI 48706-9340 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 08/2002 | 08/2024 |
| Professional Analysts, Llc | Bay City | MI | 08/2002 | Present |
| Osaic Wealth, Inc. | Bay City | MI | 08/2024 | Present |
1. PAI TAX SERVICE; NOT INVESTMENT RELATED; 2370 DELTA RD, BAY CITY, MI; TAX PREPARATION; OWNER/PRESIDENT; 1/1990-PRESENT; 10HRS/WK; 0HRS/DAY; COMPENSATED BY CHECK; PREPARE TAXES 2. PROFESSIONAL ANALYSTS, LLC; INVESTMENT RELATED; 2370 DELTA ROAD, BAY CITY, MI 48706; FINANCIAL PLANNING/ASSET MANAGEMENT; PLANNER, COMPLIANCE OFFICER; 1.2008; 320 HRS/MO; 6HRS/DAY; COMPENSATED BY CHECK; REGISTERED INVESTMENT ADVISOR; 3. VARIOUS INSURANCE COMPANIES; NOT INVESTMENT RELATED; 2370 DELTA RD, BAY CITY MI; INSURANCE; REPRESENTATIVE; 3 HRS/MO; 0HRS/DAY; COMPANESATION THROUGH COMMISSIONS CHECK; SELL PRODUCTS 4. OWN AND RENT OFFICE BUILDING LOCATED AT 2370 DELTA RD BAY CITY, MI 48706; 2006 TO PRESENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-23 |
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