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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-09 |
| IL | RA | APPROVED | 2009-04-29 |
Branch Locations
1650 Lake Cook Road Suite 500, Deerfield, IL 60015-4747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Schaumburg | IL | 04/2007 | Present |
| Nylife Securities Llc | Deerfield | IL | 04/2007 | Present |
| Oldham Financial Services | Schaumburg | IL | 11/2007 | Present |
| Eagle Strategies Llc | Schaumburg | IL | 04/2009 | Present |
| Oakwell Financial Partners | Deerfield | IL | 11/2017 | 03/2019 |
[Todd G. Oldham, M.D.; PHYSICIAN; ACT AS A PHYSICIAN, I.E. EXAMINING PATIENTS CLINCIALLY] [INSURANCE BROKERING; APPOINTED WITH OUTISDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS] BROKERING UNDER DBA OLDHAM FINANCIAL SERVICES [PROPERTY AND CASUALTY SALES; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING PROPERTY AND CASUALTY PRODUCTS; SOLE PROPRIETORSHIP; COMMISSIONS; 2 HOURS/MONTH.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products and through general agencies W. R. Ryno Jr. & Co. and The Hunken Agency; 1650 Lake Cook Rd., Ste. 500 Deerfield, IL 60015; Start Date 09/2024; Role/Title: Insurance Broker; Investment Related; 3 hours per month; 3 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-14 |
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