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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-27 |
| TX | RA | APPROVED | 2024-06-20 |
| IL | RA | APPROVED | 2024-06-14 |
Branch Locations
1580 N Northwest Hwy Ste 15, Park Ridge, IL 60068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Park Ridge | IL | 07/2014 | 06/2024 |
| Securities America Advisors | Park Ridge | IL | 07/2014 | 06/2024 |
| Osaic Wealth, Inc. | Park Ridge | IL | 06/2024 | Present |
| Osaic Wealth, Inc. | Park Ridge | IL | 06/2024 | Present |
1. MORAN FINANCIAL PLANNING POSITION: Owner NATURE: Sale of various fixed products INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 24 START DATE:12/31/9999 ADDRESS: 704 Overhill Ave, Park Ridge IL 60068 DESCRIPTION: Engage in the sale of home, auto, business, life, health, disability income, long term care insurances and fixed annuities as part of the financial planning process. 2. CITY OF PARK RIDGE POSITION: Alderman NATURE: 1st Ward, City Council INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 05/04/2015 ADDRESS: 505 Butler Place, Park Ridge, IL 60068 DESCRIPTION: Serve on the City Council for Park Ridge, Illinois. 3. PARK RIDGE SOCCER CLUB, NFP POSITION: Board Member NATURE: Youth Soccer Club, not for profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2025 ADDRESS: 1005 Aldine, Park Ridge IL 60068, United States DESCRIPTION: Board member in charge of community service and engagement for our players. 4. RONALD MCDONALD HOUSE CHICAGOLAND & NORTHWEST INDIANA POSITION: Development Committee Board Member NATURE: Not For Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: Tripp Ave. at Airmail Road, Hines IL 60141, United States DESCRIPTION: Serve on the board to advise/support staff on their fundraising and community outreach effort.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-13 |
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