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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-29 |
| IL | RA | APPROVED | 2024-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Peoria | IL | 06/2022 | 06/2023 |
| Ifp | Beardstown | IL | 09/2017 | 06/2022 |
| Cck Automations | Jacksonville | IL | 02/2016 | 07/2017 |
| Woodbury Financial Services Inc | Peoria | IL | 11/2023 | 01/2024 |
| Unemployed | Bloomington | IL | 06/2023 | 10/2023 |
| Osaic Wealth, Inc. | Peoria | IL | 01/2024 | Present |
NEST EGG WEALTH MANAGEMENT, INC. POSITION: Advisor NATURE: S Corp that receives all proceeds of commissions earned for the advisor services we provide. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2022 ADDRESS: 456 Fulton Street Ste 400, Peoria IL 61602, United States DESCRIPTION: Financial Advisor services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
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