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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-23 |
| MI | RA | APPROVED | 2017-01-03 |
| FL | RA | APPROVED | 2016-12-23 |
| TX | RA | APPROVED_RES | 2016-12-22 |
| OH | RA | APPROVED | 2012-11-30 |
Branch Locations
Celebration, FL • United States
4159 Holland Sylvania #104, Toledo, OH 43623 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Toledo | OH | 11/2012 | Present |
1. CAREY STANSBURY, YES, 4159 HOLLAND SYLVANIA #104, TOLEDO, OH 43623, OWNER, 12/1982, 10, 2, SELL LIFE INSURANCE... 2. ROYAL ALLIANCE, YES, 4159 HOLLAND SYLVANIA, #104, TOLEDO, OH 43623, IAR, 12/01/12, 120, 80, INVESTMENT ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-25 |
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