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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-30 |
| IL | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacesetter Universal Insurance Agency In | Mattoon | IL | 07/1992 | Present |
| Securities America, Inc. | Omaha | NE | 12/1999 | 06/2024 |
| Securities America Advisors, Inc. | Mattoon | IL | 04/2006 | 06/2024 |
| Osaic Wealth, Inc. | Mattoon | IL | 06/2024 | Present |
***PACESETTER UNIVERSAL INSURANCE AGENCY INC. POSITION: Owner NATURE: PACESETTER UNIVERSAL INSURANCE AGENCY INC. - AGENT/OWNER INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 11/01/1992 ADDRESS: 1216 Lake Land Blvd, Mattoon IL 61938 DESCRIPTION: Insurance Sales ***PACESETTER UNIVERSAL INSURANCE AGENCY, INC. POSITION: Owner NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/01/1992 ADDRESS: 1216 Lake Land Blvd., Mattoon IL 61938 DESCRIPTION: Primarily a P&C Insurance agency with some Life, Health, and Medicare Supplement sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-05 |
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