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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 2024-01-19
  • MI RA
    APPROVED
    Since 2024-01-19

Branch Locations

2701 Cambridge Court Suite 220, Auburn Hills, MI 48326 • 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
Mhsaa East Lansing MI 09/2018 Present
Committee To Elect Brian Jaye Rochester Hills MI 05/2021 10/2022
Fieldworks Washington DC 05/2022 07/2022
Oakland University Rec Center Rochester MI 09/2020 04/2022
Luckys Steakhouse Imlay City MI 06/2018 08/2018
Imlay City High School Imlay City MI 07/2014 06/2018
Imlay City Community Schools Imlay City MI 07/2017 08/2017
Edustaff Grand Rapids MI 11/2021 04/2022
Oakland University Rec Center Rochester MI 08/2019 09/2020
Equitable Advisors Llc New York NY 03/2023 05/2023
Bridgewise Financial Partners Troy MI 05/2023 06/2023
Woodbury Financial Services Inc Auburn Hills MI 08/2023 01/2024
Osaic Wealth, Inc. Auburn Hills MI 01/2024 Present
  • 09/2018 → Present
    Mhsaa
    East Lansing, MI
  • 05/2021 → 10/2022
    Committee To Elect Brian Jaye
    Rochester Hills, MI
  • 05/2022 → 07/2022
    Fieldworks
    Washington, DC
  • 09/2020 → 04/2022
    Oakland University Rec Center
    Rochester, MI
  • 06/2018 → 08/2018
    Luckys Steakhouse
    Imlay City, MI
  • 07/2014 → 06/2018
    Imlay City High School
    Imlay City, MI
  • 07/2017 → 08/2017
    Imlay City Community Schools
    Imlay City, MI
  • 11/2021 → 04/2022
    Edustaff
    Grand Rapids, MI
  • 08/2019 → 09/2020
    Oakland University Rec Center
    Rochester, MI
  • 03/2023 → 05/2023
    New York, NY
  • 05/2023 → 06/2023
    Bridgewise Financial Partners
    Troy, MI
  • 08/2023 → 01/2024
    Woodbury Financial Services Inc
    Auburn Hills, MI
  • 01/2024 → Present
    Auburn Hills, MI
Previous Registrations
  • 2023-08-15 → 2024-01-19
    Woodbury Financial Services, Inc.
    Auburn Hills, MI
  • 2023-04-28 → 2023-05-26
    Troy, MI
Other Businesses

1. MHSAA POSITION: Sports Official NATURE: Independent Contractor INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 09/04/2018 ADDRESS: 1661 ramblewood drive, lansing MI 48823 DESCRIPTION: MHSAA, REFEREE FOOTBALL AND BASKETBALL GAMES, 9/4/2018, 60 HOURS PER MONTH, $10,000 PER YEAR COMPENSATION. NJCAA, REFEREE BASKETBALL GAMES, 11/4/22, 6 HOURS PER MONTH, $3,000 PER YEAR COMPENSATION. 2. COBBLESTONE FINANCIAL SERVICES POSITION: Paraplanner/Case Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 2701 Cambridge Court, Suite 220, Auburn Hills MI 48326, United States DESCRIPTION: I help service the current client base at Cobblestone as well as help process new business when there are clients that need onboarding.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-15
  • S66 Uniform Combined State Law Examination
    2023-04-15
Other Names
  • David Lucero Krahn

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