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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-01-17 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors/John Hancock | Southfield | MI | 06/2005 | 11/2018 |
| Osaic Wealth, Inc. | Southfield | MI | 11/2018 | Present |
1. MICHIGAN FINANCIAL COMPANIES, INC POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/05/2019 ADDRESS: 28411 Northwestern Highway, Suite 1300, Southfield1 MI 48034, United States DESCRIPTION: Minority shareholder of Michigan Financial Companies, Inc. Private Securities Transaction disclosed to the Firm to announce the purchase of shares of the business. 2. MICHIGAN FINANCIAL COMPANIES - INSURANCE BROKER POSITION: Agent, etc. NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/01/2005 ADDRESS: 28411 Northwestern Hwy. Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance. 3. MICHIGAN FINANCIAL COMPANIES - SECURITIES POSITION: Vice -President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2005 ADDRESS: 28411 Northwestern Hwy. Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing of Securities and Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-10 |
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