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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED_RES | 2025-05-08 |
| IL | RA | APPROVED | 2025-01-24 |
Branch Locations
Saint Charles, IL • United States
Longboat Key, FL • United States
8755 West Higgins Road Suite 200, Chicago, IL 60631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Chicago | IL | 06/1998 | 01/2025 |
| Osaic Wealth, Inc. | Chicago | IL | 01/2025 | Present |
1)THE STRATEGIC PRIVATE ADVISORY GROUP, 8775 W. HIGGINS RD., STE. 200, CHICAGO, IL 60631. CATEGORY: INSURANCE. INVESTMENT-RELATED: YES. 2) CATEGORY: LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: BEING USED AS AN OPERATING ENTITY FOR FINANCIAL PLANNING BUSINESS. START DATE: 1/1/2025 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 10
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-04 |
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