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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic | Jersey City | NJ | 04/2024 | Present |
| Perrysburg Schools | Perrysburg | OH | 04/2014 | 03/2020 |
| Marsha's Buckeyes | Perrysburg | OH | 03/2020 | 08/2020 |
| Double A Solutions | Sylvania | OH | 08/2020 | 01/2021 |
| University Of Toledo | Toledo | OH | 01/2021 | 05/2021 |
| Perrysburg Auto Mall | Perrysburg | OH | 05/2021 | 08/2021 |
| University Of Toledo | Toledo | OH | 08/2021 | 05/2022 |
| Airgas | Toledo | OH | 05/2022 | 08/2022 |
| University Of Toledo | Toledo | OH | 08/2022 | 05/2023 |
| Savage And Associates | Maumee | OH | 05/2023 | Present |
1. SAVAGE AND ASSOCIATES - DBA POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 06/04/2024 ADDRESS: 655 Beavercreek Cir, Maumee OH 43537 DESCRIPTION: Selling and servicing investment products to my clients. 2. ANDREW PAULE, INSURANCE AGENT POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 45 START DATE: 06/04/2024 ADDRESS: 655 Beaver Creek Cir, Maumee OH 43537 DESCRIPTION: Selling and servicing insurance products for my customers. 3. SAVAGE AND ASSOCIATES - AGENCY POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 45 START DATE: 06/04/2024 ADDRESS: 655 Beavercreek Cir, Maumee OH 43537 DESCRIPTION: Selling and servicing insurance products with my customers. 4. DOWNTOWN PERRYSBURG INC. POSITION: Board Member NATURE: 501(c) Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: PO Box 83., Perrysburg OH 43551 DESCRIPTION: Event planning and volunteering for community functions. 5. PERRYSBURG SCHOOLS FOUNDATION POSITION: Board Member NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 140 E. Indiana Ave, Perrysburg OH 43551 DESCRIPTION: Support school district teacher and students, providing funding for projects and scholarships. 6. PERSON CENTERED ATHLETIC NETWORK POSITION: Board Member NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2026 ADDRESS: N/a, Toledo OH 43606, United States DESCRIPTION: I am a board member that helps support their annual event, the Athlete Mental Health Summit. I am a volunteer, so I am helping organize the event. This included helping setup and teardown, directing attendees to rooms, and helping run general errands.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-12 |
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