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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| IN | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Woodbury | MN | 08/2005 | 01/2024 |
| Osaic Wealth, Inc. | Orland Park | IL | 01/2024 | Present |
1) THE LINEAGE GROUP POSITION: Managing Partner NATURE: The Lineage Group is the entity we market our securities business through INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/16/2015 ADDRESS: 16620 S. 107th Court, Orland Park IL 60467 DESCRIPTION: The Lineage Group is the entity (DBA) we market ourselves through for securities business. 2) THE LINEAGE GROUP POSITION: Agent NATURE: Sell non security products, Fixed Life Insurance, Fixed Annuities through various vendors. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/05/2020 ADDRESS: 16620 S. 107th Ct, Orland Park IL 60467, United States DESCRIPTION: Sell non security products, Fixed Life Insurance, Fixed Annuities through various vendors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-10 |
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