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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 |
|---|---|---|---|---|
| Chad Radtke Insurance Agency | Huntley | IL | 11/2019 | 06/2021 |
| State Farm Vp Management Corp. | Huntley | IL | 02/2020 | 06/2021 |
| Columbia College Of Missouri-Crystal Lake Campus | Crystal Lake | IL | 07/2016 | 10/2019 |
| Leix Dental | Lakewood | IL | 10/2018 | 05/2019 |
| Dartmoor Dental | Crystal Lake | IL | 03/2016 | 10/2018 |
| Homemaker | Crystal Lake | IL | 05/2019 | 11/2019 |
| Woodbury Financial Services Inc | Warrenville | IL | 07/2021 | 01/2024 |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
1. NORTHPOINT FINANCIAL GROUP POSITION: Licensed Admin/ sales assistant NATURE: S Corp, DBA name INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 11/01/2021 ADDRESS: 27575 Ferry Road Suite 101, Warrenville IL 60555, United States DESCRIPTION: Assist with selling traditional insurance products, assist with financial planning data collection, complete trades 2. CAMAIONI CONSULTING POSITION: Administrative Assistant NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2021 ADDRESS: 27575 Ferry Rd Suite 101, Warrenville IL 60555, United States DESCRIPTION: Sales AssistantAdmin AssistantClient ServiceTradesNew Business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-29 |
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