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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 |
| MI | RA | APPROVED | 2024-01-19 |
| MO | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
15510 Olive Blvd Ste 216, Chesterfield, MO 63017 • 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 Inc | Chesterfield | MO | 06/2016 | 01/2024 |
| Osaic Wealth, Inc. | Chesterfield | MO | 01/2024 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-17 |
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