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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 |
Branch Locations
Lake Forest, IL • United States
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 |
|---|---|---|---|---|
| Derose Financial Planning Group C/O Lincoln Financial Advisors | Chicago | IL | 12/2017 | 08/2018 |
| Chicago College Of Osteopathic Medicine At Midwestern University | Downers Grove | IL | 08/2017 | 11/2017 |
| Advanced Dermatology | Lincolnshire | IL | 08/2016 | 07/2017 |
| Lincoln Financial Advisors | Chicago | IL | 08/2018 | 01/2025 |
| Osaic Wealth, Inc. | Chicago | IL | 01/2025 | Present |
1. DEROSE FPG LLC - 8755 W. HIGGINS ROAD, SUITE 200, CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, SERVICE FEE-BASED GROUP BENEFITS, AND TRADITIONAL LIFE INSURANCE START DATE: 1/2/2023 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 80 2. DEROSE 2024 DESCENDANTS TRUST CHECKING ACCOUNT POSITION: Irrevocable Gift Trust Checking NATURE: This is a Checking Account titled to a Gift Trust which has a personal residence in it. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2024 ADDRESS: 1155 Kelmscott Way, Unit 204, Lake Forest IL 60045, United States DESCRIPTION: -Act as Trustee of the Gift Trust. -Pay bills/home expenses for the personal residence from this Checking Account. 3. DEROSE FPG LLC POSITION: Partner NATURE: Sole Proprietorship (I am not the Owner) INVESTMENT RELATED: Yes NUMBER OF HOURS: 500 SECURITIES TRADING HOURS: 500 START DATE: 01/02/2023 ADDRESS: 8755 W. Higgins Road, Suite 200, Chicago IL 60631, United States DESCRIPTION: -Advice/consultation on financial planning, insurance products, and investment products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-02 |
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