James Daniel Mcdermott

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-02-20
IL	RA	APPROVED	2023-10-26

FL RA
APPROVED

Since 2025-02-20
IL RA
APPROVED

Since 2023-10-26

Branch Locations

2 Midamerica Plaza Ste 750, Oakbrook Terrace, IL 60181 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Netjets	Wheaton	IL	08/2020	Present
Osaic Wealth Inc	Oakbrook Terrace	IL	10/2023	Present
Raymond James & Associates, Inc.	Oakbrook Terrace	IL	10/2015	10/2023

08/2020 → Present

Netjets

Wheaton, IL
10/2023 → Present

Osaic Wealth Inc

Oakbrook Terrace, IL
10/2015 → 10/2023

Raymond James & Associates, Inc.

Oakbrook Terrace, IL

Previous Registrations

2015-10-16 → 2023-10-27

Raymond James & Associates, Inc.

Chicago, IL

Oakbrook Terrace, IL
2011-12-21 → 2015-11-03

Oppenheimer & Co. Inc.

Chicago, IL
2006-01-06 → 2011-12-21

Wells Fargo Clearing Services, Llc

Chicago, IL
1998-07-27 → 2006-01-18

Citigroup Global Markets Inc.

Chicago, IL

Chicago, IL

Other Businesses

1. Netjets Address: Wheaton, IL Nature of the Business: Part Time Hourly Employee Position/Title: Part Time Hourly Employee Investment Related: No Start Date: 08/28/2020 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 4 Description of duties: my family was picked to be in a NETJETS print ad. I am the DAD. 2. GCG WEALTH MANAGEMENT LLC POSITION: financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 1415 vantage park drive, suite 250, charlotte NC 28203, United States DESCRIPTION: these are dba's I am investment advisor 3. GCG ADVISORY PARTNERS POSITION: financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 1415 vantage park drive, suite 250, charlotte NC 28203, United States DESCRIPTION: managing money for clients 4. MCDERMOTT GALL WEALTH MANAGEMENT POSITION: financial advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/13/2023 ADDRESS: 1415 vantage park drive, suite 250, charlotte NC 28203, United States DESCRIPTION: these are DBA's I am registered investment advisor

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-06-24
S63	Uniform Securities Agent State Law Examination	1994-06-13

S65 Uniform Investment Adviser Law Examination

1994-06-24
S63 Uniform Securities Agent State Law Examination

1994-06-13

Other Names

James Daniel Mcdermott
James D Mcdermott

View on SEC IAPD