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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
19350 South Harlem Ave. Suite 102, Frankfort, IL 60423 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services | Tinley Park | IL | 02/2010 | 01/2024 |
| Osaic Wealth, Inc. | Frankfort | IL | 01/2024 | Present |
1. BRIAN D. CARLISLE POSITION: Agent\producer NATURE: Brian D. Carlisle , Sole Proprietorship; NONINV RELATED; 19350 S. Harlem Ave. Frankfort, IL 60423; FIXED INSURANCE PRODUCTS, HEALTH INSURANCE PRODUCTS, LTC INSURANCE PRODUCTS, PROPERTY & CASUALTY MAY OR WILL BE PART OF CURRENT BUSINESS SALES; IND INSURNACE AGENT; 04/21/1990; 40HR/MON; 40HR/MON INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2010 ADDRESS: 19350 S. Harlem Ave, Suite 102, Frankfort IL 60423, United States DESCRIPTION: Marketing fixed insurance & fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-19 |
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