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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 2024-12-09
  • MI RA
    APPROVED
    Since 2024-12-09

Branch Locations

Roseville, MI • United States

17150 Ecorse Rd, Allen Park, MI 48101 • 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 Wealth, Inc. Roseville MI 10/2024 Present
Ventura Oaks Ventures Los Angeles CA 11/2021 05/2023
Secure Financial Corp Allen Park MI 07/2023 Present
Kisa Enterprises Edmore MI 04/2021 10/2021
Utr Management Los Angeles CA 04/2018 04/2020
Central Michigan University Mt Pleasant MI 09/2012 05/2017
Unemployed Los Angeles CA 05/2017 04/2018
Unemployed Los Angeles CA 04/2020 04/2021
  • 10/2024 → Present
    Roseville, MI
  • 11/2021 → 05/2023
    Ventura Oaks Ventures
    Los Angeles, CA
  • 07/2023 → Present
    Secure Financial Corp
    Allen Park, MI
  • 04/2021 → 10/2021
    Kisa Enterprises
    Edmore, MI
  • 04/2018 → 04/2020
    Utr Management
    Los Angeles, CA
  • 09/2012 → 05/2017
    Central Michigan University
    Mt Pleasant, MI
  • 05/2017 → 04/2018
    Unemployed
    Los Angeles, CA
  • 04/2020 → 04/2021
    Unemployed
    Los Angeles, CA
Other Businesses

1. Description of business: Tax preparation and bookkeeping services. 2. Name: Very Good Financial and Tax Services LLC Owner of company Address: 19930 Wallace St. Roseville MI, 48066 Started in 2024 Work approximately 20 hours/week, 10 of which during trading hours Not investment related 3. VERY GOOD FINANCIAL AND TAX SERVICES POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 19930 Wallace, Roseville MI 48066, United States DESCRIPTION: tax and bookkeeping services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-06
  • S66 Uniform Combined State Law Examination
    2024-12-06

View on SEC IAPD

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