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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 2025-03-14
MO RA APPROVED 2025-03-14
  • MI RA
    APPROVED
    Since 2025-03-14
  • MO RA
    APPROVED
    Since 2025-03-14

Branch Locations

Saginaw, MI • United States

Hfg Financial Group 5659 West Michigan Avenue, Kalamazoo, MI 49009 • 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
Macmillan Associates Bay City MI 04/2022 Present
Kuka Assembly And Test Bridgeport MI 09/2019 10/2021
Nexteer Automotive Saginaw MI 07/2017 08/2019
Osaic St.LOuis MO 02/2024 Present
Saginaw Valley State University Saginaw MI 08/2012 05/2019
Unemployed Saginaw MI 11/2021 04/2022
  • 04/2022 → Present
    Macmillan Associates
    Bay City, MI
  • 09/2019 → 10/2021
    Kuka Assembly And Test
    Bridgeport, MI
  • 07/2017 → 08/2019
    Nexteer Automotive
    Saginaw, MI
  • 02/2024 → Present
    Osaic
    St.LOuis, MO
  • 08/2012 → 05/2019
    Saginaw Valley State University
    Saginaw, MI
  • 11/2021 → 04/2022
    Unemployed
    Saginaw, MI
Other Businesses

SHORE GROUP ADVISORS LLC - REGISTERED ASSISTANT POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2026 ADDRESS: 10733 Sunset Office Drive Suite 259A, St. Louis MO 63127, United States DESCRIPTION: Deliver paperwork to clients, help clients with computer issues like E-Sign, get written signatures, sit in on client meetings, participate in zoom meetings

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
S63 Uniform Securities Agent State Law Examination 2025-01-24
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14
  • S63 Uniform Securities Agent State Law Examination
    2025-01-24

View on SEC IAPD

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