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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
27575 Ferry Rd Ste 101, Warrenville, IL 60555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Naperville | IL | 12/2012 | 01/2024 |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
1)NORTHPOINT FINANCIAL GROUP; INV REL; 27575 FERRY RD SUITE 101 WARRENVILLE, IL 60555; SELL TRADITIONAL INSURANCE; MANAGING DIRECTOR; 5/1/2013; 10HR/MO; 5HR/MO; SELL TRADITIONAL INSURANCE. 2)BROOKSTONE WEALTH STRATEGIES; POSITION: Senior Wealth Manager NATURE: Name change only for DBA. Same as Northpoint services, including investment management, insurance, annuities, brokerage, etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 11/30/2018 ADDRESS: 27575 Ferry Road, Suite 101, Warrenville IL 60555, United States DESCRIPTION: Administration and investment management of existing clients and related products. Also develop new business. 3)THE DIVORCE FINANCIAL GROUP, LLC; POSITION: Principal NATURE: LLC registered in the State of Illinois. Just did a name change and address change only. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/17/2014 ADDRESS: 27575 Ferry Road, Suite 101, Warrenville IL 60555, United States DESCRIPTION: This firm is specifically for my divorce planning and analysis practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-11 |
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