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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-19
MI RA APPROVED 2024-01-19
MO RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19
  • MI RA
    APPROVED
    Since 2024-01-19
  • MO RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

15510 Olive Blvd Ste 216, Chesterfield, MO 63017 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services Inc Chesterfield MO 06/2016 01/2024
Osaic Wealth, Inc. Chesterfield MO 01/2024 Present
  • 06/2016 → 01/2024
    Woodbury Financial Services Inc
    Chesterfield, MO
  • 01/2024 → Present
    Chesterfield, MO
Previous Registrations
  • 2016-06-03 → 2024-01-19
    Woodbury Financial Services, Inc.
    Chesterfield, MO
    Chesterfield, MO
    Chesterfield, MO
  • 1997-05-13 → 2016-06-06
    Msi Financial Services, Inc.
    Chesterfield, MO
    St. Louis, MO
Other Businesses

1. LIFECYCLE FINANCIAL GROUP POSITION: Registered Representative NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 12/01/1990 ADDRESS: 15510 OLIVE BLVD, STE 216, CHESTERFIELD, MO, 63017 DESCRIPTION: selling life insurance, disability insurance, long-term care, 2. STEVEN GLAZER POSITION: sales rep NATURE: llc INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/17/2018 ADDRESS: 15510 OLIVE BLVD, STE 216, CHESTERFIELD, MO, 63017 DESCRIPTION: Present and sell group life and health products 3. STEVEN GLAZER POSITION: medicare sales representative NATURE: LLC dba LifeCycle Financial Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/24/2025 ADDRESS: 15510 Olive Blvd, Ste 216, St Louis MO 63017, United States DESCRIPTION: selling medicare products: medicare advantage, medicare supplements, prescription drug plans. are in the process of getting registered with multiple companies: Blue Cross, United Health, etc....for example

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-07
S63 Uniform Securities Agent State Law Examination 1991-05-17
  • S65 Uniform Investment Adviser Law Examination
    1999-12-07
  • S63 Uniform Securities Agent State Law Examination
    1991-05-17
Designations
Other Names
  • Steve Marc Glazer

View on SEC IAPD

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