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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Wayne | IL | 11/2005 | 01/2024 |
| Osaic Wealth, Inc. | St Charles | IL | 01/2024 | Present |
CORPORATE BENEFIT ADVISORS POSITION: VP NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 02/25/2008 ADDRESS: 1100 W Main St, Suite D, St Charles IL 60174, United States DESCRIPTION: Corporate Benefit Advisors provides employee bnefits to small groups....primarily group medical insurance. Primary duties include meeting with clients annually for their renewal, and keeping in touch with clients during year via phone call or lunch meeting to keep relationship active.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-26 |
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