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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-04 |
Branch Locations
27575 Ferry Rd Ste 101, Warrenville, IL 60555 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F/K/A Linsco Private Ledger) | Chicago | IL | 04/2007 | 11/2017 |
| Morgan Stanley | Chicago | IL | 11/2017 | 11/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2017 | 11/2023 |
| Osaic Wealth Inc | Warrenville | IL | 03/2023 | Present |
1. AMBASSADOR WEALTH MANAGEMENT POSITION: Chief Investment Officer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 03/04/2024 ADDRESS: 27574 Ferry Rd, Warrenville IL 60555, United States DESCRIPTION: Review portfolios, new business development and client servicing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-23 |
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