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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-24 |
Branch Locations
1801 S Meyers Rd Ste 150, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Architectural Artifacts. Inc | Chicago | IL | 07/2015 | 12/2018 |
| Unemployed | Chicago | IL | 01/2019 | 04/2019 |
| Woodbury Financial Services, Inc. | Oakbrook Terrace | IL | 06/2019 | 01/2024 |
| Osaic Wealth, Inc. | Oakbrook Terrace | IL | 01/2024 | Present |
1. IAG POSITION: Assistant NATURE: Salary for administrative duties INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2020 ADDRESS: 1808 S Meyers Rd, Oakbrook Terrace IL 60181, United States DESCRIPTION: administration duties for advisors Barry Moschel, Tom Manno and Adam Schwartz.... 2. MGFS PRIVATE WEALTH POSITION: Senior Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2024 ADDRESS: 1801 S Meyers Rd, Suite 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Administrative and operational. 3.MGFS POSITION: Registered Assistant NATURE: corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/2020 ADDRESS: 1801 S Meyers Rd, Suite 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Registered assistant to Adam Schwartz and Barry Moschel
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-12 |
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