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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-19 |
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