Best Investors Account Sign in

William John Kanary

Osaic Wealth, Inc.

Maumee, OH

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • FL RA
    APPROVED
    Since 2023-06-15
  • TX RA
    APPROVED_RES
    Since 2023-06-14
  • PA RA
    APPROVED
    Since 2021-10-08
  • MO RA
    APPROVED
    Since 2019-01-30
  • IL RA
    APPROVED
    Since 2016-09-29
  • MI RA
    APPROVED
    Since 2016-09-08
  • IN RA
    APPROVED
    Since 2016-08-30
  • CA RA
    APPROVED
    Since 2016-08-29
  • OH RA
    APPROVED
    Since 2013-07-05

Branch Locations

655 Beaver Creek Circle, Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/1994 → Present
    Savage & Associates
    Toledo, OH
  • 07/2013 → Present
    Toledo, OH
  • 05/1975 → Present
    Dba Savage And Associates - Securities
    Maumee, OH
Previous Registrations
  • 2003-07-10 → 2013-07-11
    Walnut Street Securities, Inc.
    Toledo, OH
    Toledo, OH
  • 2001-06-05 → 2006-11-02
    Walnut Street Advisers Inc
    Toledo, OH
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-28
S63 Uniform Securities Agent State Law Examination 2000-03-09
  • S66 Uniform Combined State Law Examination
    2015-09-28
  • S63 Uniform Securities Agent State Law Examination
    2000-03-09
Other Names
  • Bill Kanary

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Maumee, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor