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Jacob Joseph Kokaly

Osaic Wealth, Inc.

Saginaw, MI

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-12-04
  • MI RA
    APPROVED
    Since 2019-12-04

Branch Locations

3875 Bay Rd. Suite 1E, Saginaw, MI 48603 • 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
Signator Investors, Inc. Saginaw MI 08/2017 11/2018
Warmels & Comstock East Lansing MI 02/2017 04/2017
Kokaly Sports Bay City MI 09/2013 08/2017
Michigan State University East Lansing MI 09/2016 08/2017
Royal Alliance Associates, Inc. Saginaw MI 11/2018 Present
  • 08/2017 → 11/2018
    Signator Investors, Inc.
    Saginaw, MI
  • 02/2017 → 04/2017
    Warmels & Comstock
    East Lansing, MI
  • 09/2013 → 08/2017
    Kokaly Sports
    Bay City, MI
  • 09/2016 → 08/2017
    Michigan State University
    East Lansing, MI
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Saginaw, MI
Other Businesses

1) AUNT MILLIE'S BAKERY; POSITION: Merchandiser NATURE: Family Owned Bread Company INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 3901 Fashion Square Blvd, Saginaw MI 48603, United States; DESCRIPTION: I work part time (10-15 hours a week) driving around to grocery stores stocking bread. 2) VANTAGEPOINTE FINANCIAL GROUP POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/22/2018 ADDRESS: 3875 Bay Road, Suite 1E, Saginaw MI 48603, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance. 3) VANTAGEPOINTE FINANCIAL GROUP POSITION: Registered Rep/IAR NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2018 ADDRESS: 3875 Bay Road, Suite 1E, Saginaw MI 48603, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-02
S63 Uniform Securities Agent State Law Examination 2018-01-04
  • S65 Uniform Investment Adviser Law Examination
    2019-12-02
  • S63 Uniform Securities Agent State Law Examination
    2018-01-04

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