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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-21
MI RA APPROVED 2017-12-04
OH RA APPROVED 2017-05-02
  • TX RA
    APPROVED_RES
    Since 2024-10-21
  • MI RA
    APPROVED
    Since 2017-12-04
  • OH RA
    APPROVED
    Since 2017-05-02

Branch Locations

Sylvania, OH • United States

655 Beaver Creek Circle, Maumee, OH 43537 • 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
Tj Metzgers, Inc. Toledo OH 06/2008 09/2016
Osaic Wealth, Inc. Toledo OH 01/2017 Present
Unemployed Toledo OH 09/2016 01/2017
  • 06/2008 → 09/2016
    Tj Metzgers, Inc.
    Toledo, OH
  • 01/2017 → Present
    Toledo, OH
  • 09/2016 → 01/2017
    Unemployed
    Toledo, OH
Other Businesses

1. PHI KAPPA PSI U. OF TOLEDO CHAPTER POSITION: Director, Alumni Relations NATURE: I sit on the alumni board for the fraternity chapter helping with alumni relations and communications with the organization. I assist in planning events such as reunions, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: 3050 Village Loop, Toledo OH 43606, United States DESCRIPTION: Planning events, reunions. Communicating with members and alumni. 2. SAVAGE & ASSOCIATES POSITION: Agent NATURE: Independent Insurance Producer for Life, Disability and Health insurance through Savage & Associates, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2016 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Brokering competitive insurance products for clients in the lines of Life Insurance, Disability Insurance and Health Insurance. 3. SAVAGE AND ASSOCIATES - SECURITIES DBA POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/01/2016 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Oversee client investments, make recommendations, manage portfolios as part of my primary function as a financial professional. 4. JOHN METZGER, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2016 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Selling Life and Health Insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-01
  • S66 Uniform Combined State Law Examination
    2017-12-01

View on SEC IAPD

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