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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 2025-09-22
  • IL RA
    APPROVED
    Since 2025-09-22

Branch Locations

229 South Main Street, Waterloo, IL 62298 • 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
Coalition Life St. Louis MO 06/2024 04/2025
Helping Strays Columbia IL 04/2022 06/2024
Northwestern Mutual Fairview Heights IL 10/2021 03/2022
Gateway Region Ymca St. Louis MO 09/2017 09/2021
Wellbridge Athletic Club Clayton MO 01/2017 08/2017
Lindenwood University Belleville IL 09/2009 01/2017
Greater Midwest Baseball O'FAllon IL 05/2015 07/2018
Osaic Waterloo IL 02/2025 Present
Helping Strays Columbia IL 04/2025 Present
  • 06/2024 → 04/2025
    Coalition Life
    St. Louis, MO
  • 04/2022 → 06/2024
    Helping Strays
    Columbia, IL
  • 10/2021 → 03/2022
    Northwestern Mutual
    Fairview Heights, IL
  • 09/2017 → 09/2021
    Gateway Region Ymca
    St. Louis, MO
  • 01/2017 → 08/2017
    Wellbridge Athletic Club
    Clayton, MO
  • 09/2009 → 01/2017
    Lindenwood University
    Belleville, IL
  • 05/2015 → 07/2018
    Greater Midwest Baseball
    O'FAllon, IL
  • 02/2025 → Present
    Osaic
    Waterloo, IL
  • 04/2025 → Present
    Helping Strays
    Columbia, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-18
S63 Uniform Securities Agent State Law Examination 2025-05-28
  • S65 Uniform Investment Adviser Law Examination
    2025-09-18
  • S63 Uniform Securities Agent State Law Examination
    2025-05-28

View on SEC IAPD

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