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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
| IL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
630 N. North Court Suite 190, Palatine, IL 60067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Palatine | IL | 01/2013 | 01/2024 |
| Osaic Wealth, Inc. | Palatine | IL | 01/2024 | Present |
1)PROMARK INVESTMENTS, INC. POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/10/2016 ADDRESS: 630 N. North Court, #190, Palatine IL 60067 DESCRIPTION: oversee the corporation for management of employees and employee related activites. No marketing involved of this brand at current date. 2)PROMARK PLANNERS POSITION: Investment Advisor Representative NATURE: DBA PROMARK PLANNERS for securities and fixed insurance sales. I use PROMARK PLANNERS for all insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2000 ADDRESS: 630 N NORTH CT STE 190, Palatine IL 60067, United States DESCRIPTION: Investment Advisory, Financial Planning Services, and Insurance Solutions for clients and customers. 3)PALATINE CHAMBER OF COMMERCE POSITION: Presider of Board of Directorsber activities NATURE: Member of chamber's Board of Directors. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2020 ADDRESS: 579 First Bank Drive, Suite 205, Palatine IL 60067, United States DESCRIPTION: Run and organize board meetings. Help with various committees to generate new business for the members and growth in the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-24 |
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