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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 2019-04-29
  • OH RA
    APPROVED
    Since 2019-04-29

Branch Locations

8043 Corporate Circle Ste. One, North Royalton, OH 44133 • United States

Strongsville, OH • 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
General American Life Insurance Co. St. Louis MO 03/1981 Present
Premier Benefit Planning Co. Cleveland OH 03/1981 Present
  • 03/1981 → Present
    General American Life Insurance Co.
    St. Louis, MO
  • 03/1981 → Present
    Premier Benefit Planning Co.
    Cleveland, OH
Other Businesses

1. TRENDCO, SPORTS SYSTEMS,INC, NOT INVESTMENT RELATED, 18957 SARATOGA TRAIL STRONGSVILLE, OH 44136, OWNER, 01/15/1982, 2 HRS MONTH, 1 HR DST, THE COMPANY SELLS AND INSTALLS ARTIFICIAL TURF MOSTLY FOR INDOOR SOCCER FACILITIES. 2. PREMIER BENEFIT PLANNING CO. & HLP AGENCY, LLC POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 06/01/1971 ADDRESS: 18957 Saratoga Trail, Strongsville OH 44136, United States DESCRIPTION: Sell Life Insurance and employee benefits

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-07-20
  • S63 Uniform Securities Agent State Law Examination
    2005-07-20

View on SEC IAPD

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