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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-08 |
| OH | RA | APPROVED | 2025-09-08 |
Branch Locations
205 W. Main Street, Morenci, MI 49256 • United States
1645 Indian Wood Circle Suite 102, Maumee, OH 43537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Engler, Garrow And Roth, Ltd. | Maumee | OH | 11/2024 | Present |
| Northwestern Mutual | Toledo | OH | 05/2024 | 08/2024 |
| University Of Toledo | Toledo | OH | 08/2021 | 05/2025 |
| Unemployed | Toronto | 06/2018 | 08/2021 | |
| Highschool Student | Toronto | 09/2014 | 06/2018 | |
| Osaic Wealth, Inc. | Maumee | OH | 03/2025 | Present |
1. Engler, Garrow & Roth, Ltd. It is investment related. 1645 Indian wood Circle. Financial planning and wealth management. Registered Assistant. 03.13.25. 160h/m. 150h/m. Assistant to 4 financial advisors. 2. ST. STEPHEN LUTHERAN CHURCH POSITION: Investment Committee Member NATURE: Non Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/13/2026 ADDRESS: 632 S Madison Street, Adrian MI 49221, United States DESCRIPTION: Quarterly or Semiannually review current allocation, performance, and liquidity of church assets alongside other members of the committee and collectively decide if any adjustments should be made before discussing with the church board for approval. 3. ENGLER, GARROW & ROTH, LTD. POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 144 START DATE: 11/01/2024 ADDRESS: 1645 Indian Wood Circle, Maumee OH 43537, United States DESCRIPTION: Trade generation, client follow-up, and assisting the financial planners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-04 |
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