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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-27 |
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | East Peoria | IL | 02/2011 | 01/2024 |
| Legacy Investment Services | East Peoria | IL | 02/2011 | Present |
| Osaic Wealth, Inc. | East Peoria | IL | 01/2024 | Present |
1) SHARBEL SHANINE POSITION: AGENT NATURE: SALES OF TRADITIONAL INSURANCE. INVESTMENT RELATED: YES NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 4 START DATE: 02/01/2011 ADDRESS: 430 N MAIN STREET, EAST PEORIA IL 61611 DESCRIPTION: SALES AND SERVICE OF TRADITIONAL INSURANCE BUSINESS. 2) LEGACY INVESTMENT SERVICES` POSITION: Partner NATURE: Other INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2011 ADDRESS: 430 N Main St, East Peoria IL 61611, United States DESCRIPTION: no duties. This is our branding and best practices that we use as a group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-20 |
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