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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2008 | 01/2024 |
| Lincoln Financial Securities Corporation | Mattoon | IL | 02/2024 | 01/2025 |
| Osaic Wealth, Inc. | Mattoon | IL | 01/2025 | Present |
1)RENEE HUCKSTEAD 2 EXECUTIVE COURT MATTOON IL CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF DISABILITY INSURANCE, INDEXED ANNUITIES, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, TRADITIONAL LIFE INSURANCE START DATE: 02/2024 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10 2)RENEE HUCKSTEAD - NOTARY OBA POSITION: Self NATURE: notary for outside business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2024 ADDRESS: 2 Executive Court, Mattoon IL 61938, United States DESCRIPTION: Notarize documents. I will not be using for business purposes. 3)FAITH FINANCIAL 821 CHARLESTON AVENUE MATTOON IL CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: SALE AND SERVICE OF DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 06/2024 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-24 |
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