Levi John Palomo

Current Employers

Employment History

• 06/2020 → 11/2021
  Td Ameritrade
  Chicago, IL
• 12/2011 → 06/2020
  Student
  Rock Island, IL
• 12/2021 → 06/2024
  Securities America, Inc.
  Oak Brook, IL
• 01/2022 → 11/2024
  Arbor Point Advisors
  Oak Brook, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Oak Brook, IL
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2024-11-08 → 2025-04-15
  Osaic Advisory Services, Llc
  Atlanta, GA
  Oak Brook, IL
• 2022-01-11 → 2024-11-08
  Arbor Point Advisors
  Oak Brook, IL
  Oak Park, IL

Other Businesses

1. Rental (Willow Bay Properties) Position: N/A - Nature: The OBA is a property management LLC. - Investment Related: No - Hours: 0 - Securities Trading Hours: 0 - Start Date: 12/01/2018 Address: 900 JORIE BLVD STE 238, OAK BROOK. IL 60523 2. 224 MARION LLC POSITION: N/A NATURE: The OBA is a minority stakeholder in rental LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 900 JORIE BLVD STE 238, OAK BROOK. IL 60523 DESCRIPTION: This LLC is owned by my parents. I have no duties or activities with this LLC. I am on the LLC as a 1% own 3. PILLAR FINANCIAL ADVISORS, LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 12/01/2021 ADDRESS: 900 Jorie Blvd, Oak Brook IL 60523, United States DESCRIPTION: Financial Planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-05
• S63 Uniform Securities Agent State Law Examination
  2020-10-13