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Lily Eldora Phommalee

Osaic Wealth, Inc.

Maumee, OH

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-11-20
  • OH RA
    APPROVED
    Since 2024-11-20

Branch Locations

655 Beaver Creek Circle, Maumee, OH 43537 • 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
Osaic Maumee OH 09/2024 Present
Full Time Student Pemberville OH 08/2014 04/2021
Dayspring Church Bowling Green OH 04/2021 01/2022
Bittersweet Farms Pemberville OH 06/2021 08/2022
Bowling Green State University Bowling Green OH 09/2022 12/2023
Savage And Associates Maumee OH 05/2023 Present
  • 09/2024 → Present
    Osaic
    Maumee, OH
  • 08/2014 → 04/2021
    Full Time Student
    Pemberville, OH
  • 04/2021 → 01/2022
    Dayspring Church
    Bowling Green, OH
  • 06/2021 → 08/2022
    Bittersweet Farms
    Pemberville, OH
  • 09/2022 → 12/2023
    Bowling Green State University
    Bowling Green, OH
  • 05/2023 → Present
    Savage And Associates
    Maumee, OH
Other Businesses

1. SAVAGE AND ASSOCIATES - AGENCY POSITION: Insurance agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 08/19/2024 ADDRESS: 655 BEAVER CREEK CIR, MAUMEE OH 43537, United States DESCRIPTION: Sell and service insurance products to my clients 2. DBA SAVAGE AND ASSOCIATES - SECURITIES POSITION: Financial advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 11/19/2024 ADDRESS: 655 BEAVER CREEK CIR, MAUMEE OH 43537, United States DESCRIPTION: Sell and service securities products to my clients 3. LILY PHOMMALEE, INSURANCE AGENT POSITION: Insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/19/2024 ADDRESS: 655 BEAVER CREEK CIR, MAUMEE OH 43537, United States DESCRIPTION: Sell and service insurance products to my clients 4. BNI NORTHWEST OHIO POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/28/2025 ADDRESS: 1700 Woodlands Dr., Maumee OH 43537, United States DESCRIPTION: I will oversee the membership committee. 5.SAVAGE AND ASSOCIATES - AGENCY POSITION: Insurance agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 08/19/2024 ADDRESS: 655 BEAVER CREEK CIR, MAUMEE OH 43537, United States DESCRIPTION: Sell and service insurance products to my clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19

View on SEC IAPD

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