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Account
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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-10-21 |
Branch Locations
4095 Chicago Dr Sw Suite 120, Grandville, MI 49418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vansingel Farms Produce Marketing | Grant | MI | 06/2017 | 07/2017 |
| Ripon College | Ripon | WI | 09/2018 | 06/2022 |
| Vivint Home Security | Avon | IN | 06/2022 | 10/2022 |
| Vivint Installation Tech | Grand Rapids | MI | 05/2023 | 09/2023 |
| Osaic Wealth Inc | Grandville | MI | 01/2024 | Present |
| Highschool Student | Grant | MI | 07/2017 | 09/2018 |
| Unemployed | Grant | MI | 10/2022 | 05/2023 |
| Unemployed | Grant | MI | 09/2023 | 01/2024 |
| Student | Grant | MI | 01/2014 | 06/2017 |
1. P & S MANAGEMENT CO LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 70 START DATE: 01/01/2024 ADDRESS: 4095 chicago drive SW, Grandville MI 49418, United States DESCRIPTION: Assistant 2. VANTAGEPOINTE FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/24/2024 ADDRESS: 4095 chicago drive SW, Grandville MI 49418, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
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