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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-03 |
Branch Locations
1770 Park Street Suite 204, Naperville, IL 60563 • United States
1770 Park St Ste 204, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 1998-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tax & Investment Services, Inc. | Naperville | IL | 05/1992 | Present |
| Fsc Securities Corporation | Naperville | IL | 03/1997 | 11/2023 |
| Wealth Strategies Counselors, Inc. | Naperville | IL | 01/1998 | Present |
| Tax & Accounting Strategies, Inc. | Naperville | IL | 08/1988 | Present |
| Osaic Wealth, Inc. | Naperville | IL | 11/2023 | Present |
1) INDEPENDENT RIA - WEALTH STRATEGIES COUNSELORS, INC., INVESTMENT RELATED, 1770 PARK ST. STE. 204, NAPERVILLE, IL 60563, INVESTMENT ADVISOR, START DATE:01/01/1993, 160 HRS/MTH., 5 HRS. DURING ST HOURS, COMPREHENSIVE FINANCIAL PLANNING 2) INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, 1770 PARK ST. STE. 204, NAPERVILLE IL 60563, START DATE:01/01/1993, 1 HR/MTH., 0 HR. DURING TRADING HOURS, LIFE INSURANCE, TERM LIFE, VARIABLE ANNUITIES 3) TAX & ACCOUNTING STRATEGIES, INC., NOT INVESTMENT RELATED, 1770 PARK ST., NAPERVILLE, IL 60563, TAX PREPARER, START DATE: 01/01/1998, 20 HRS/WEEK, 3 HRS. DURING ST HOURS, TAX PREPARATION AND BOOKKEEPING 4) OSAIC WEALTH, INC.; INVESTMENT RELATED; 1770 PARK ST. STE. 204, NAPERVILLE, IL 60563; BROKER-DEALER; REGISTERED REPRESENTATIVE; START DATE 11/2023; 80 HOURS/MONTH WITH 20 HOURS DURING SECURITIES TRADING HOURS; TRADING CLIENT ACCOUNTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-03 |
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