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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-02-23 |
| FL | RA | APPROVED | 2017-06-01 |
| WI | RA | APPROVED | 2012-05-21 |
| VA | RA | APPROVED | 2012-02-01 |
| IL | RA | APPROVED | 2009-02-18 |
| IN | RA | APPROVED | 2007-11-07 |
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 |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Merrillville | IN | 10/2007 | Present |
1. TRAJKOVSKI FINANCIAL SERVICES POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2000 ADDRESS: 1308 E. 85th Ave, Merrillville IN 46410, United States DESCRIPTION: FIXED LIFE & HEALTH INSURANCE SALES. MY INSURANCE SALES ARE ONLY IN LIFE INSURANCE SALES. I ONLY SELL TWO TO THREE POLICIES PER YEAR. IT IS TERM LIFE AND IS ONLY TO PEOPLE WHO ASK FOR IT. I DO SELL TERM LIFE TO CLIENTS WHICH ARE ALSO SECURITIES INVESTED. I DO NOT ACTIVLY SEEK OUT CLIENTS,ONLY SELL TERM LIFE TO CLIENTS IN NEED OF INSURANCE THAT ASK ME FOR IT. I will do fixed annuities when appropriate for the client. 2. 1300 EAST 85TH, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2016 ADDRESS: 1308 E. 85th Ave, Merrillville IN 46410, United States DESCRIPTION: This entity owns the building my office is located in, and other spaces are rented out to other tenants. 3. PRIVATE CLIENT ADVISORS, LLC POSITION: President NATURE: It is an LLC that was formed when I went independent as an advisor. It is registered with the state of Indiana. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2007 ADDRESS: 1308 E. 85th Ave, Merrillville IN 46410, United States DESCRIPTION: It is just an LLC that was formed, when advised by my attorney, when I went independent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-13 |
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