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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 |
| TX | RA | APPROVED_RES | 2024-01-19 |
| UT | RA | APPROVED | 2024-01-19 |
Branch Locations
27575 Ferry Rd Ste 100, Warrenville, IL 60555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marnell Financial Services | Warrenville | IL | 11/2001 | Present |
| Woodbury Financial Services, Inc | Warrenville | IL | 11/2010 | 01/2024 |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
1) DINO MARNELL AND MARNELL FINANICAL SERVICES, LTD; NONINVT REL; 27575 FERRY ROAD, WARRENVILLE IL 60555; INSURANCE SERVICES; SALES; START 11/06/2001; 1 HR/MO; 1 HR/MO DURING TRADING; SALES. 2) DINO MARNELL AND MARNELL FINANCIAL SERVICES; NONINVT REL; 27575 FERRY ROAD, WARRENVILLE IL 60555; SALES; SALES; START 11/06/2001; 1 HR/MO; 1 HR/MO DURING TRADING; SALES. 3) MARNELL FINANCIAL SERVICES, LTD; INVT REL; 27575 FERRY RD STE 100, WARRENVILLE IL 60555; INCOME TAXES/ACCOUNTING/CONSULTING; CPA/OWNER/PRESIDENT; START 11/06/2001; 240 HRS/MO; 240 HRS/MO DURING TRADING; INCOME TAXES/ACCOUNTING/CONSULTING. 4) MARSCH COMPANY, LLC; NONINVT REL; 27575 FERRY RD STE 100, WARRENVILLE IL 60555; COMMERICAL RENTAL PROPERTY; PARTNER/MEMBER; START 08/01/2005; 5 HRS/MO, NONE DURING TRADING; COMMERICAL RENTAL PROPERTY. 5) ADVISOR EDGE FINANCIAL GROUP, LTD; NONINVT REL; 27575 FERRY ROAD, WARRENVILLE IL 60555; MANAGEMENT SERVICES; SHAREHOLDER; START 10/03/2000; 5 HRS/MO, NONE DURING TRADING; MANAGE OFFICE EXPENSES. 6) LAUNDRY WORLD COMPANY OF BERWYN POSITION: Board member NATURE: LLC taxed as a partnership. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2018 ADDRESS: 6947 Cermak Road, Berwyn IL 60402, United States DESCRIPTION: I help the company make business decisions from a long term perspective. 7) LWC PROPERTY, LLC POSITION: Board member NATURE: LLC taxed as a partnership. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2018 ADDRESS: 6947 Cermak Road, Berwyn IL 60402, United States DESCRIPTION: I help make long term business decisions for the company. 8) DINO MARNELL POSITION: CO-TRUSTEE NATURE: CO-TRUSTEE FOR A FAMILY MEMBER = ROSEANN ARCHER, RELATIONSHIP= MY AUNT.THE TRUST IS A LIVING TRUST AND THERE ARE NO CO-TRUSTEE SERVICES BEING PROVIDED UNTIL DEATH OF THE GRANTOR. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2022 ADDRESS: 422 S Fourth Street, Geneva, IL 60134 United States DESCRIPTION: CO-TRUSTEE OF A IRREVOCABLE TRUST THAT DOESN'T BECOME IN EXISTENCE UNTIL THE DEATH OF THE GRANTOR. HENCE, AT THIS TIME IT IS A LVING TRUST, IT IS A DISREGARDED ENTITY AND ALL MANAGEMENT OF THE TRUST IS PROVIDED BY THE GRANTOR AND NOT THE CO-TRUSTEES. NO SERVICES ARE BEING PROVIDED BY THE CO-TRUSTEES AT THIS TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-25 |
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