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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 |
| MD | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
27575 Ferry Rd Ste 101, Warrenville, IL 60555 • United States
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 |
|---|---|---|---|---|
| Salon St. Clair | Glenwood | IL | 04/2001 | Present |
| Soper Financial Services Inc | Warrenville | IL | 04/2005 | Present |
| Irrevocable Ins Trust Of Karen Soper | New Lenox | IL | 05/2005 | Present |
| Woodbury Financial Services, Inc | Warrenville | IL | 08/2011 | 01/2024 |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
1.) TRUSTEE FOR KAREN L. SOPER ILIT POSITION: TRUSTEE NATURE: TRUSTEE INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2005 ADDRESS: 2630 BARCOO BEND, NEW LENOX IL 60451 DESCRIPTION: PROCESSING DEPOSITS & DISTRIBUTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-24 |
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