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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-11
  • IL RA
    APPROVED
    Since 2024-10-11

Branch Locations

309 Hamilton Street Suite F, Geneva, IL 60134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Reisner Hudepohl Financial Services Geneva IL 11/2013 Present
American Portfolios Financial Services, Inc. Holbrook NY 03/2015 10/2024
Osaic Wealth, Inc. Scottsdale AZ 10/2024 Present
  • 11/2013 → Present
    Reisner Hudepohl Financial Services
    Geneva, IL
  • 03/2015 → 10/2024
    American Portfolios Financial Services, Inc.
    Holbrook, NY
  • 10/2024 → Present
    Scottsdale, AZ
Previous Registrations
  • 2015-05-14 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Other Businesses

1. AMERICAN PORTFOLIOS ADVISORS. START DATE = MAY 2015 2. REISNER HUDEPOHL FINANCIAL SERVICES, INC. ADMINISTRATIVE AND SUPPORT SERVICES, INSURANCE SALES. START DATE 12/1/2013. NOT SECURITIES RELATED. 25 HOURS DEVOTED PER MONTH, 15 HOURS DURING MARKET HOURS. 3. REISNER HUDEPOHL FINANCIAL SERVICES, INC. POSITION: Insurance Agent NATURE: INSURANCE SALES INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2013 ADDRESS: 309 Hamilton St, Suite F, Geneva IL 60134, United States DESCRIPTION: Provide clients with quotes and sell insurance products for clients including term life and long term care insurance. 4. PETER HUDEPOHL POSITION: Property Owner/Manager NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 1394 Fagan Rd, Batavia IL 60510, United States DESCRIPTION: Manage property and perform basic maintenance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-14
  • S66 Uniform Combined State Law Examination
    2015-05-14
Designations

View on SEC IAPD

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