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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-10-11 |
| IL | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
309 Hamilton Street Suite F, Geneva, IL 60134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reisner Hudepohl Financial Services, Inc | Geneva | IL | 01/2003 | Present |
| American Portfolios Financial Services, Inc. | Geneva | IL | 03/2010 | 10/2024 |
| American Portfolios Advisors, Inc. | Holbrook | NY | 01/2015 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
1. REISNER HUDEPOHL FINANCIAL SERVICES POSITION: VICE PRESIDENT NATURE: INSURANCE SALES AND ACCOUNTING SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 309 Hamilton Street, Suite F, Geneva IL 60134, United States DESCRIPTION: Tax Preparation, Tax Advice 2. AMERICAN PORTFOLIOS ADVISORS, INC. INVESTMENT ADVISOR REPRESENTATIVE; STARTED JANUARY 2015; 40 HOURS PER MONTH; 1-2 HOURS PER DAY DURING SECURITIES TRADING HOURS; DUTIES INCLUDE PORTFOLIO ANALYSIS, SECURITIES TRADING, CONSULTING WITH CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-04 |
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