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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED_RES | 2023-06-08 |
| MI | RA | APPROVED | 2016-11-16 |
| SC | RA | APPROVED | 2016-05-11 |
| OH | RA | APPROVED | 2013-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Associates | Toledo | OH | 05/1990 | Present |
| Royal Alliance | Toledo | OH | 07/2013 | 06/2023 |
| Osaic Wealth, Inc. | Toledo | OH | 06/2023 | Present |
1. SAVAGE AND ASSOCIATES POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 10/01/1990 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Insurance Sales 2. MARK SMITH POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 75 START DATE: 10/01/1990 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sale of Insurance products life health disability 3. SAVAGE AND ASSOCIATES - SECURITIES DBA POSITION: Financial Professional NATURE: CORP INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 10/01/1990 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Over see clients investments, develop investment plans, make recommendations, help develop financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-07 |
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