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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| IL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
8755 West Higgins Road Suite 200, Chicago, IL 60631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Chicago | IL | 07/2004 | 01/2025 |
| Osaic Wealth, Inc. | Chicago | IL | 01/2025 | Present |
1) THE STRATEGIC PRIVATE ADVISORY GROUP 8755 W. HIGGINS ROAD, SUITE 200 CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT & HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; FIXED AND EQUITY-INDEXED ANNUITIES; AND FIXED LIFE SETTLEMENTS. START DATE: 03/01/11 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 2) CRF WEALTH ADVISORS LLC 8755 W. HIGGINS ROAD, SUITE 200 CHICAGO, IL 60631 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: YES TITLE: OWNER DUTIES: SOLELY BEING USED AS AN OPERATING ENTITY FOR FINANCIAL PLANNING BUSINESS. THE ENTITY WAS CREATED TO PAY EXPENSES FOR RUNNING MY BUSINESS (SALARIED EMPLOYEES, BENEFITS, ETC.) START DATE: 01/01/2019 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-06 |
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