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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 | 2026-08-06 |
| FL | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| NC | RA | APPROVED | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Service, Inc | Lisle | IL | 05/2010 | 01/2024 |
| Osaic Wealth, Inc. | Geneva | IL | 01/2024 | Present |
1)JMC FINANCIAL SOLUTIONS,LLC; NONINV RELATED; 27575 FERRY RD, SUITE 101, WARRENVILLE, IL 60555; PHONE: 630-536-1025; SELL TRAD LIFE/FIXED PRODUCTS; INS AGENT; 10/01/1996; 20HR/MON; 20HR/MON 2)JMC FINANCIAL SOLUTIONS, LLC POSITION: Owner/ director/ NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 05/03/2010 ADDRESS: 20 South Second Street, Geneva IL 60134, United States DESCRIPTION: this is a DBA for my business 3) GENEVA COMMUNITY CHEST POSITION: Finance Committee Chairman NATURE: The Geneva Community Chest is a Non Profit 501c3 organization that raises money from the community and donates it to 25+ local non profit organizations. Note the organization has no permanent address or phone number. We are all volunteers. The address listed above and phone is for the President of the organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2025 ADDRESS: 1202 S. Batavia Ave, Geneva IL 60134, United States DESCRIPTION: Role: Chairman of the Finance Committee. Duties: Set agendas, run the committee meetings, research financial matters for the group. NOTE: I have no signing authority on checks or any accounts, and no logins to any financial accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-14 |
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