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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-15 |
| TX | RA | APPROVED_RES | 2023-06-14 |
| PA | RA | APPROVED | 2021-10-08 |
| MO | RA | APPROVED | 2019-01-30 |
| IL | RA | APPROVED | 2016-09-29 |
| MI | RA | APPROVED | 2016-09-08 |
| IN | RA | APPROVED | 2016-08-30 |
| CA | RA | APPROVED | 2016-08-29 |
| OH | RA | APPROVED | 2013-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Associates | Toledo | OH | 09/1994 | Present |
| Osaic Wealth Inc | Toledo | OH | 07/2013 | Present |
| Dba Savage And Associates - Securities | Maumee | OH | 05/1975 | Present |
1) SAVAGE AND ASSOCIATES POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 06/01/1975 ADDRESS: 655 beaver creek circle, Maumee OH 43537, United States DESCRIPTION: Insurance services 2) CENTRAL CATHOLIC HIGH SCHOOL FINANCE COMMITTEE POSITION: committee member NATURE: Non profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2005 ADDRESS: 2550 Chery St., Toledo OH 43608, United States DESCRIPTION: Review the finances of the school 3) DBA SAVAGE AND ASSOCIATES - SECURITIES POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 05/01/1975 ADDRESS: 655 BEAVER CREEK CIR, MAUMEE OH 43537-1738, United States DESCRIPTION: Sell and service investment products to clients. 4) INSURANCE AGENT POSITION: insurance agent NATURE: solo proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/01/1975 ADDRESS: 655 BEAVER CREEK CIR, MAUMEE OH 43537-1738, United States DESCRIPTION: sell and service life insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-09 |
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