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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortis Investors, Inc. | N. Andover | MA | 12/1992 | Present |
| Osaic Wealth, Inc. | Andover | MA | 01/2024 | Present |
1) SEGREVE & HALL INSURANCE ASSOCIATES POSITION: President NATURE: C Corp and I am the president. This is a P&C agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 02/01/1991 ADDRESS: One Tech Drive, Andover MA 01810, United States DESCRIPTION: I oversee P&C office and talk w/ clients about P&C insurance 2) COMPASS FINANCIAL SERVICE GROUP INC POSITION: President / Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1991 ADDRESS: One Tech Drive, andover MA 01810, United States DESCRIPTION: Sell P&C / Life / Group / DI
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-11 |
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