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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| WI | RA | APPROVED | 2025-01-24 |
Branch Locations
406 Science Drive Suite 310, Madison, WI 53711-1068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Madison | WI | 03/2001 | 01/2025 |
| Osaic Wealth, Inc. | Madison | WI | 01/2025 | Present |
1) TIMOTHY MCILWAIN 406 SCIENCE DR. STE. 310 MADISON, WI 53711 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS, SUCH AS FIXED AND INDEXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, HEALTH, DISABILITY, AND TRADITIONAL LIFE INSURANCE. START DATE: 4/1/01 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) STICKNEY-MCILWAIN, LLC - 406 SCIENCE DR., SUITE 310, MADISON, WI CATEGORY: INSURANCE/LLC INVESTMENT RELATED: YES TITLE: OWNER DUTIES: SALES AND SERVICE OF FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 4/29/2024 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 40 3) SUCCESSOR TRUSTEE JOE & KIM MCILWAIN REVOCABLE TRUST POSITION: Successor Trustee NATURE: Successor Trustee of parents estate until both passed or incapacitated INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/06/2025 ADDRESS: 7556 Peyton Pkwy, Verona WI 53593, United States DESCRIPTION: Successor Trustee of parents estate until both passed or incapacitated
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-04-13 |
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