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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Todd &Amp; Associates, Inc. | Lombard | IL | 01/1998 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | Present |
| Osaic Wealth, Inc. | Lombard | IL | 09/2023 | Present |
INSURANCE SALES, BUSINESS IS INVESTMENT RELATED, 470 ARBORETUM DR. LOMBARD, IL. 60148, INSURANCE SALES, INSURANCE AGENT, 03-2000 START, 25% OF TIME DURING SECURITIES TRADING HOURS, INSURANCE PROSPECTING AND SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-04 |
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