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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 2024-11-13
MI RA APPROVED 2019-08-02
  • TX RA
    APPROVED
    Since 2024-11-13
  • MI RA
    APPROVED
    Since 2019-08-02

Branch Locations

28411 Northwestern Hwy Suite 1300, Southfield, MI 48034 • United States

17199 N. Laurel Park Drive Suite 8, Livonia, MI 48152 • 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 Southfield MI 05/2018 11/2018
Beaumont Health Royal Oak MI 07/2016 04/2018
Wayne State University Detroit MI 08/2015 12/2017
Osaic Wealth, Inc. Southfield MI 11/2018 Present
  • 05/2018 → 11/2018
    Signator Investors Inc
    Southfield, MI
  • 07/2016 → 04/2018
    Beaumont Health
    Royal Oak, MI
  • 08/2015 → 12/2017
    Wayne State University
    Detroit, MI
  • 11/2018 → Present
    Southfield, MI
Other Businesses

1. MICHIGAN FINANCIAL COMPANIES - DUNLEAVY WEALTH MANAGEMENT POSITION: Agent NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2019 ADDRESS: 28411 Northwestern Hwy, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 2. MICHIGAN FINANCIAL COMPANIES - DUNLEAVY WEALTH MANAGMENT-SECURITIES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2018 ADDRESS: 28411 Northwestern Hwy suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3. FATHOM FINANCIAL PARTNERS - SECURITIES POSITION: Director of Investment Management NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/11/2025 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4. FATHOM FINANCIAL PARTNERS POSITION: Director of Investment Management NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/11/2025 ADDRESS: 28411 Northwestern Highway, Suite 1300, Southfield, MI 48034, Southfield MI 48034, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 5. NORTH STAR PLANNERS POSITION: Owner NATURE: LLC S Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/10/2026 ADDRESS: 28411 Northwestern Hwy Suite 1300, Southfield MI 48072, United States DESCRIPTION: This is an S Corp so I can pay myself a W2 and contribute to a 401k. I run payroll for myself and am planning on setting up a 401k.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-19
  • S66 Uniform Combined State Law Examination
    2018-07-19
Designations
Other Names
  • Louie Perraut

View on SEC IAPD

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