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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-13 |
| MI | RA | APPROVED | 2020-08-18 |
Branch Locations
28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Clinton Township | MI | 09/2018 | 05/2020 |
| Primerica Financial Services | Clinton Township | MI | 08/2017 | 11/2017 |
| Wolf Window And Screen Repair | Clinton Township | MI | 04/2018 | 09/2018 |
| Michian State University, East Culinary Services | East Lansing | MI | 11/2017 | 05/2020 |
| Uncle Squeegees Window Cleaning | Sterling Heights | MI | 04/2014 | 08/2017 |
| Macomb Community College | Clinton Township | MI | 08/2016 | 12/2016 |
| Michigan State University | East Lansing | MI | 01/2017 | 09/2018 |
| Osaic Wealth, Inc. | Southfield | MI | 05/2020 | Present |
1. MICHIGAN FINANCIAL COMPANIES-ELITE WEALTH STRATEGIES - SECURITIES POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2020 ADDRESS: 28411 Northwestern Hwy., Suite #1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products 2. MICHIGAN FINANCIAL COMPANIES-ELITE WEALTH STRATEGIES - FIXED INSURANCE POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2020 ADDRESS: 28411 Northwestern Hwy., Suite #1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-16 |
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