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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-10-29 |
| IL | RA | APPROVED | 2025-10-28 |
| TX | RA | APPROVED | 2025-10-28 |
Branch Locations
7512 S County Line Rd Suite 1, Burr Ridge, IL 60527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network, Inc | Burr Ridge | IL | 01/2010 | 09/2020 |
| Securities America, Inc. | Burr Ridge | IL | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Burr Ridge | IL | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Burr Ridge | IL | 06/2024 | 10/2025 |
| Osaic Wealth, Inc. | Burr Ridge | IL | 06/2024 | 10/2025 |
| Silver Oak Securities, Inc. | Jackson | TN | 10/2025 | Present |
| Barone Financial Group | Burr Ridge | IL | 01/1997 | Present |
1. "Barone Financial Group, Inc", Is Investment Related,"7512 S County Line Rd, Ste 1, Burr Ridge, IL, 60527, United States", Independent Financial Professional, Financial Professional,1/5/1997,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for independent financial professional and fixed insurance sales 2. LORI BARONE - IAR FOR OSAIC POSITION: Investment Advisor & financial planner NATURE: Investment Advisor Representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/06/1998 ADDRESS: 7512 S. County Line Road, Ste 1, Burr Ridge IL 60527, United States DESCRIPTION: Investment Advice, offer investment advisory models, prepare financial plans using the financial planning process
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-30 |
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