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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 |
Branch Locations
27575 Ferry Rd Ste 101, Warrenville, IL 60555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Westchester | IL | 02/2015 | 12/2016 |
| Woodbury Financial Services Inc | Warrenville | IL | 03/2017 | 01/2024 |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
1) RIVERSIDE CHAMBER OF COMMERCE POSITION: Vice President NATURE: The Chamber of Commerce promotes local businesses with events such as car shows, holiday stroll, and a summer festival. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 1 Riverside Rd, Riverside IL 60546 DESCRIPTION: As Vice President, I respresent the Chamber of Commerce to the Village Board of Trustees, act as Liason and inform the publice of upcoming Chamber events. 2)RIVERSIDE TWP LIONS CLUB POSITION: Director NATURE: The Lions Club raises funds for the blind and the deaf. It is a part of Lions Club International INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/10/2015 ADDRESS: 1 Riverside Rd, Riverside IL 60546, United States DESCRIPTION: attend meetings and vote on board issues 3) NORTHPOINT FINANCIAL GROUP POSITION: Financial Adviser NATURE: Northpoint Financial Group is the firm affiliation of Woodbury. it is a DBAi do fixed and traditional annuity business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/20/2017; ADDRESS: 27575 FERRY RD, WARRENVILLE IL 60555, United States; DESCRIPTION: advising clients of securities and investment selections. 4) RIVERSIDE VILLAGE BOARD OF TRUSTESS POSITION: Trustee NATURE: Riverside Village Board of Trustees INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2019 ADDRESS: 27 Riverside Rd, Riverside IL 60546, United States DESCRIPTION: Serving on the board includes discussion and decisions about village government issues of Parks and Recreation, Public Safety, Economic Development, and other civic matters.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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