Elizabeth Ellen Villalta

Current Employers

Employment History

• 02/2012 → Present
  Osaic Wealth, Inc.
  Roseville, MN
• 03/2012 → Present
  Focus Financial
  Roseville, MN

Previous Registrations

• 2002-01-30 → 2003-02-20
  Rbc Capital Markets, Llc
  Minneapolis, MN

Other Businesses

1. FOCUS FINANCIAL NETWORK, INC. POSITION: Compliance Specialist NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 88 SECURITIES TRADING HOURS: 88 START DATE: 03/15/2012 ADDRESS: 1300 Godward Street NE, Suite 5500, Minneapolis MN 55413, United States DESCRIPTION: I assist in the execution of daily, quarterly and annual supervisory tasks for Focus Financial's Registered Investment Advisor, serve as a contact for communication with Financial Advisors on acceptable sales practices,guidance and trainingincluding industry best practices. 2. LISA VILLALTA - RESIDENT INSURANCE PRODUCER - NON-SELLING POSITION: Resident Insurance Producer NATURE: None of the above, I hold an accident, life and health insurance license from the State of Minnesota. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2003 ADDRESS: 3241 Holmes Avenue, Minneapolis MN 55408, United States DESCRIPTION: I have a resident producer insurance license for accident, life and health. I am not contracted with any carrier. I only have this license for its knowledge and to use in my review of insurance/variable insurance in my capacity as an FLS delegate. Every two years I do 24 hours of continuing education to maintain this license.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-27
• S63 Uniform Securities Agent State Law Examination
  1995-07-10

Other Names

• Lisa Villalta
• Elizabeth E Villalta