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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 | 2024-01-10 |
| IL | RA | APPROVED | 2018-11-02 |
Branch Locations
3701 West Algonquin Road #245, Rolling Meadows, IL 60008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Mutual Life Insurance Co. | Schaumburg | IL | 10/1996 | 11/2018 |
| Signator Investors, Inc. | Boston | MA | 10/1996 | 11/2018 |
| Osaic Wealth, Inc. | Rosemont | IL | 11/2018 | Present |
1. DYNASTY RETIREMENT AND FINANCIAL SERVICES-FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes, NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 10/14/1996 ADDRESS: 3701 Algonquin Road, Suite 245, Rolling Meadows IL 60008, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance 2. PLATINUM WEALTH SOLUTIONS POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2025 ADDRESS: 3701 Algonquin Road, Suite 245, Rolling Meadows IL 60008, United States DESCRIPTION: OSJ LLC must maintain a local address in the state of IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-16 |
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