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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 |
| NM | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Effingham | IL | 12/2008 | 01/2024 |
| Osaic Wealth, Inc. | Centralia | IL | 01/2024 | Present |
1. COMPASS ADVISORY GROUP POSITION: President NATURE: Independent insurance agency specializing in health insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2007 ADDRESS: Compass Advisory Group, 105 S. Maple St., Effingham IL 62401, United States DESCRIPTION: Oversea the sales and servicing of small group and individual health insurance plans all within the state of Illinois.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-10 |
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