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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 2023-11-17
  • OH RA
    APPROVED
    Since 2023-11-17

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
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
  • 08/2013 → 06/2019
    Anthony Wayne Local Schools
    Whitehouse, OH
  • 06/2019 → 10/2019
    Twisty Treat
    Perrysburg, OH
  • 08/2019 → 05/2023
    Bowling Green State University
    Bowling Green, OH
  • 05/2020 → 10/2020
    Twisty Treat
    Perrysburg, OH
  • 06/2021 → 05/2023
    Lisa Judy Llc
    Maumee, OH
  • 06/2023 → Present
    Savage And Associates
    Maumee, OH
  • 09/2023 → Present
    Maumee, OH
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-16
  • S66 Uniform Combined State Law Examination
    2023-11-16

View on SEC IAPD

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