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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Archbishop Carroll High School | Dayton | OH | 08/1995 | 05/2023 |
| Stifel Independent Advisors, Llc | Dayton | OH | 05/2023 | Present |
| Osaic Wealth Inc | Scottsdale | AZ | 04/2026 | Present |
1. BRUN LAWN AND LANDSCAPING POSITION: Owner NATURE: I have run a lawn business for nearly 30 years. I sold off or gave up most of my clients when I became a financial advisory. I currently have just one client remaining and this activity takes up just about 1-2 hours of my time from April-November. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/01/1997 ADDRESS: 2136 Crab Tree Dr, Beavercreek OH 45431, United States DESCRIPTION: Mowing a lawn and sending out monthly invoice. 2. DENNIS BRUN SOLE PROPRIETOR POSITION: Owner NATURE: This is a separate office that is part of our suite, but that has its own dead bolt on our side that we control. Our subleasing partner cannot access the rest of our suite/offices. We are subleasing this office until we bring in our next financial advisor. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/20/2024 ADDRESS: 28 E Rahn Rd. Suite 212, Dayton OH 45429, United States DESCRIPTION: Advertising the space for lease. Collecting rent. 3. SAVAGE AND ASSOCIATES POSITION: We are affiliated with Savage NATURE: Savage and Associates is a privately held company that affiliated with and is an O.S.J. with OSAIC Wealth. Savage offers financial services, employee benefits, and various types of insurance and annuity products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/04/2026 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Through our association with Savage, we may receive compensation from referrals to areas of Savage and Associates expertise that might be different from our own. 4. DBA FLIGHTPATH FINANCIAL ADVISORS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 05/04/2026 ADDRESS: 28 E Rahn Road Suite 214, Kettering OH 45431, United States DESCRIPTION: Sell and service securities products 5. DENNIS BRUN, RENTAL INCOME POSITION: Rental agent NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/04/2026 ADDRESS: 28 E Rahn Road Suite 214, Kettering OH 45431, United States DESCRIPTION: Receive rental income for shared space 6. DBA SAVAGE AND ASSOCIATES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/04/2026 ADDRESS: 28 E Rahn Road Suite 214, Kettering OH 45431, United States DESCRIPTION: Sell and service securities products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-22 |
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