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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
8755 West Higgins Road Suite 200, Chicago, IL 60631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Chicago | IL | 08/2012 | 01/2025 |
| Osaic Wealth, Inc. | Chicago | IL | 01/2025 | Present |
1) The Next Level Planning Group, 8755 W. Higgins Rd., Suite 200, Chicago, IL 60631 Category: Insurance Investment Related: Yes Title: Agent Duties: Sell and service fixed insurance products such as fixed and indexed annuities, life settlements, disability, long-term care, and traditional life insurance. Start Date: 01/01/2013 Hours per Month: 5 Hours per Month during trading hours: 5 2) THE NEXT LEVEL PLANNING GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2013 ADDRESS: 8755 W. Higgins Road Suite 200, Chicago IL 60201, United States DESCRIPTION: Provide financial advice to clients, manage and invest client portfolios, sell life insurance and annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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