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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
218 Maple Street, Big Rapids, MI 49307 • United States
4135 Embassy Drive Se, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Big Rapids | MI | 01/2025 | Present |
| Lincoln Financial Advisors Corporation | Grand Rapids | MI | 09/1990 | 01/2025 |
1) CITY OF KENTWOOD PLANNING COMMISSIONER 4900 BRETON RD, P.O. BOX 8848 KENTWOOD, MI 49518 CATEGORY: COMMITTEE MEMBER INVESTMENT-RELATED:N TITLE: COMMITTEE MEMBER DUTIES: I AM A MEMBER OF A 9 PERSON COMMISSION TO PREPARE AND ADOPT THE MASTER PLAN FOR THE CITY OF KENTWOOD. I ALSO REVIEW DEVELOPMENT REQUESTS WITHIN THE CITY AS WELL AS TAKE ACTION ON ZONING AND LAND USE CHANGES START DATE:1/04 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS:0 2) DANIEL HOLTROP 4135 EMBASSY DRIVE SE GRAND RAPIDS, MI 49546 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE AND TRADITION INSURANCE PRODUCTS. START DATE: 5/2012 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 8 3) 4135 EMBASSY DR. LLC 4135 EMBASSY DR. KENTWOOD, MI 49546 CATEGORY: REAL ESTATE RENTAL/LLC INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: LEGAL ENTITY THROUGH WHICH RENTAL PROPERTY IS OWNED AND MANAGED. START DATE: 5/2/2022 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-14 |
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