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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-02
FL RA APPROVED 2024-04-30
IL RA APPROVED 2024-01-19
  • TX RA
    APPROVED
    Since 2024-10-02
  • FL RA
    APPROVED
    Since 2024-04-30
  • IL RA
    APPROVED
    Since 2024-01-19

Branch Locations

7808 W. College Drive Suite 3W, Palos Heights, IL 60463 • 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
Adducci Accounting Palos Heights IL 01/2005 Present
Adducci Financial Services, Ltd Palos Heights IL 01/2009 11/2016
Avantax Advisory Services Palos Heights IL 11/2016 10/2021
Avantax Investment Services, Inc. Palos Heights IL 09/2019 10/2021
Woodbury Financial Services Inc Lombard IL 10/2021 01/2024
Osaic Wealth, Inc. Palos Heights IL 01/2024 Present
  • 01/2005 → Present
    Adducci Accounting
    Palos Heights, IL
  • 01/2009 → 11/2016
    Adducci Financial Services, Ltd
    Palos Heights, IL
  • 11/2016 → 10/2021
    Avantax Advisory Services
    Palos Heights, IL
  • 09/2019 → 10/2021
    Avantax Investment Services, Inc.
    Palos Heights, IL
  • 10/2021 → 01/2024
    Woodbury Financial Services Inc
    Lombard, IL
  • 01/2024 → Present
    Palos Heights, IL
Previous Registrations
  • 2021-11-08 → 2024-01-19
    Woodbury Financial Services, Inc.
    Palos Heights, IL
    Lombard, IL
  • 2016-11-30 → 2021-10-28
    Avantax Advisory Services
    Palos Heights, IL
    Dallas, TX
  • 2009-01-02 → 2018-12-31
    Adducci Financial Services, Ltd.
    Palos Heights, IL
  • 2008-05-07 → 2008-11-25
    Avantax Advisory Services
    Tinley Park, IL
Other Businesses

1. Village of Crestwood Comptroller (employee) 2. VILLAGE OF CRESTWOOD POSITION: Controller NATURE: Government agency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2021 ADDRESS: 13800 S Cicero Ave, Crestwood IL 60418, United States DESCRIPTION: Financial statement preparation 3. ADDUCCI VEGA FINANCIAL GROUP, LLC POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2005 ADDRESS: 7808 W. College Drive, Ste 3W, Palos Heights IL 60463, United States DESCRIPTION: CPA providing tax preparation and accounting

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-05
  • S63 Uniform Securities Agent State Law Examination
    2021-11-05
Designations
Other Names
  • Jim S Adducci
  • James Samuel Adducci

View on SEC IAPD

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