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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
27575 Ferry Rd Ste 101, Warrenville, IL 60555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callero And Lorenz Financial | Lisle | IL | 03/2012 | Present |
| Woodbury Financial Services, Inc. | Lisle | IL | 11/2012 | 01/2024 |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
1. NORTHPOINT FINANCIAL POSITION: Producer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 27575 Ferry Road, Ste. 101, Warrenville IL 60555, United States DESCRIPTION: Licensed as a life and health insurance producer. 2. ASSISTANT POSITION: Assistant NATURE: Assistant at Camaioni Consulting INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2015 ADDRESS: 27575 Ferry Road, Ste. 101, Warrenville IL 60555, United States DESCRIPTION: Client service, new business, retirement planning, etc. 3. AMBASSADOR WEALTH MANAGEMENT POSITION: Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2021 ADDRESS: 27575 Ferry Rd., Suite 101, Warrenville IL 60555, United States DESCRIPTION: Investment portfolio design, client service, retirement planning, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-07 |
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