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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-29 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Chicago | IL | 06/2014 | 09/2023 |
| Iht Wealth Management Llc | Chicago | IL | 06/2014 | 09/2023 |
| Lpl Insurance Associates | Chicago | IL | 06/2014 | 09/2023 |
| Osaic Wealth Inc | Evansonton | IL | 09/2023 | Present |
1. EGEA WEALTH MANAGEMENT POSITION: President NATURE: Egea Wealth Management LLC conducting business through Osaic both Advisory and Brokerage. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/02/2023 ADDRESS: 721 Chicago Ave, Evanston, Illinois IL 60202, United States DESCRIPTION: Egea Wealth Management is the dba being used through Osaic Wealth Management. 2. XEMATI LLC POSITION: Owner NATURE: This is a single proprietor LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2024 ADDRESS: 100 E. Walton St., 19D, Chicago IL 60611, United States DESCRIPTION: Website creative content on a part time basis. Non-financial related focused on Greek culture.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-04 |
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