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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
27575 Ferry Road Ste 101, Warrenville, IL 60555 • 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 |
|---|---|---|---|---|
| Fortis Investors, Inc. | Downers Grove | IL | 06/1991 | Present |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
1) FORTY FOUR FINANCIAL; NON INV REL; 27575 Ferry Road Rd, Ste 101, Warrenville, IL 60555; I SELL TRADITIONAL LIFE INSRUANCE AND FIXED ANNUITIES; INSURANCE AGENT; 1/1/1991 10HR/MO; 10HR/MO; INSURANCE AGENT. 2) FORTY FOUR FINANCIAL, LLC POSITION: Business Owner NATURE: Forty Four Financial, LLC This is my full time work , and has been for 28 years , I now have simply changed my business from a DBA to an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2020 ADDRESS: 27575 Ferry Rd. , ste. 101, Warrenville IL 60555, United States DESCRIPTION: Financial Advisor , through Woodbury Financial , for 28 years + now.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-08 |
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