James A Longo

Current Employers

Employment History

• 06/2002 → 01/2025
  Osaic Fa, Inc.
  Oakbrook Terrace, IL
• 01/2025 → 11/2025
  Osaic Wealth, Inc.
  Oakbrook Terrace, IL
• 09/2025 → Present
  Cora Capital Advisors Llc
  Oakbrook Terrace, IL
• 11/2025 → Present
  Saxony Securities, Inc
  St. Louis, MO

Previous Registrations

• 2025-01-24 → 2025-11-11
  Osaic Wealth, Inc.
  Marlton, NJ
  Oakbrook Terrace, IL
• 2002-06-24 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL
  Chicago, IL
  Oakbrook Terrace, IL

Other Businesses

1. Cora Capital Advisors, DBA for investment related activity 2. Cora Capital Advisors: Investment Related; 17W220 22nd St, Suite 410A, Oakbrook Terrace, IL, 60181; Started 08/20/2025; SEC Registered Investment Advisor; IAR of Cora Capital Advisors; 120 hours per month during trading; IAR 3. James A Longo Jr -- Insurance; Non-Investment related; 17W220 22nd St, Suite 410A, Oakbrook Terrace, IL, 60181; Started 01/01/2009; Insurance Agent, 40 hours per month during trading; Fixed Insurance Sales 4. OTA Suite 410, LLC; Non-investment related; 17W220 22nd St, Suite 410A, Oakbrook Terrace, IL, 60181; Started 05/08/2020; Owner; 10 hours per month during trading; LLC holds lease for the office space at 17W220 22nd Street. 5. Paramount Wealth Advisors, Inc; Non-Investment related; 17W220 22nd St, Suite 410A, Oakbrook Terrace, IL, 60181; Started 01/01/2019; President; 20 hours per month during trading; Consulting company 6. Rental Property; Non-Investment related; 17W220 22nd St, Suite 410A, Oakbrook Terrace, IL, 60181; Started 05/08/2020; Owner; 10 hours per month during trading; Rental property owned by OTA Suite 410, a member of Paramount Wealth Advisors, which is owned by Jim 7.Victory Insurance Agency, LLC; Non-Investment related; 1834 Walden Office Square 5th floor, Schaumburg, IL, 60173; Started 02/06/2017; Owner; 4 hours per month during trading; Sells various types of insurance.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-20

Designations

Other Names

• Jim Longo