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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthony Wayne Local Schools | Whitehouse | OH | 08/2013 | 06/2019 |
| Twisty Treat | Perrysburg | OH | 06/2019 | 10/2019 |
| Bowling Green State University | Bowling Green | OH | 08/2019 | 05/2023 |
| Twisty Treat | Perrysburg | OH | 05/2020 | 10/2020 |
| Lisa Judy Llc | Maumee | OH | 06/2021 | 05/2023 |
| Savage And Associates | Maumee | OH | 06/2023 | Present |
| Osaic Wealth, Inc. | Maumee | OH | 09/2023 | Present |
1. SAVAGE AND ASSOCIATES - AGENCY POSITION: Insurance Agent NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/05/2023 ADDRESS: 655 Beaver Creek, Maumee OH 43537, United States DESCRIPTION: sell and service insurance products to clients 2. SAVAGE AND ASSOCIATES - SECURITIES POSITION: Financial Advisor NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/16/2023 ADDRESS: 655 Beaver Creek, Maumee OH 43537, United States DESCRIPTION: Sell and service securities products to my clients 3. CONNOR JUDY, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2022 ADDRESS: 655 Beaver Creek, Maumee OH 43537, United States DESCRIPTION: sell insurance products 4. BNI NORTHWEST OHIO POSITION: Life Insurance Chair NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 12 START DATE: 06/05/2024 ADDRESS: 1700 Woodlands Dr, Suite 200, Maumee OH 43537, United States DESCRIPTION: As the Life Insurance Chair I talk about the benefits and need for life insurance, I explain the different products and walk through case scenarios.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-16 |
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