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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-24
  • IL RA
    APPROVED
    Since 2025-01-24

Branch Locations

3135 North Wilke Road Suite A, Arlington Heights, IL 60004 • 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
Kensington Financial Services, Inc. Arlington Hts IL 10/1987 Present
Lincoln Financial Securities Arlington IL 07/2008 01/2025
Osaic Wealth, Inc. Arlington Heights IL 01/2025 Present
  • 10/1987 → Present
    Kensington Financial Services, Inc.
    Arlington Hts, IL
  • 07/2008 → 01/2025
    Lincoln Financial Securities
    Arlington, IL
  • 01/2025 → Present
    Arlington Heights, IL
Previous Registrations
  • 2007-03-06 → 2025-01-24
    Osaic Fs, Inc.
    Arlington Heights, IL
Other Businesses

1. TERRENCE RUFF POSITION: owner NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2025 ADDRESS: 3135 N Wilke Road Suite A, Arlington Hts IL 60004, United States DESCRIPTION: Notarization of documents for clients 2. KENSINGTON FINANCIAL SERVICES, INC. POSITION: Senior Vice President NATURE: Insurance sales office INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/1987 ADDRESS: 3135 N Wilke Road, Suite a, Arlington Hts IL 60004, United States DESCRIPTION: Manage office, sales of insurance and securities products 3. KENSINGTON INSURANCE AGENCY POSITION: NATURE: INVESTMENT RELATED: NUMBER OF HOURS: SECURITIES TRADING HOURS: START DATE: ADDRESS: 3135 N Wilke Road, Suite A, Arlington Heights, IL 60004 DESCRIPTION: I am a signer on the checkbook, I do quarterly taxes and am the registered agent of the corporation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-02
  • S66 Uniform Combined State Law Examination
    2007-03-02
Other Names
  • Terry Ruff

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