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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-16 |
Branch Locations
1450 Plainfield Rd Suite 2, Darien, IL 60561 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Chicago | IL | 05/2009 | 07/2019 |
| Lincoln Financial Advisors | Warrenville | IL | 07/2019 | 11/2023 |
| Osaic Wealth, Inc | Warrenville | IL | 11/2023 | Present |
1. NORTHPOINT FINANCIAL GROUP POSITION: Financial Advisor NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 4 START DATE: 11/28/2023 ADDRESS: 27575 Ferry Rd, suite 103, Warrenville IL 60555, United States DESCRIPTION: using their dba
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-25 |
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