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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| IN | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Chicago | IL | 11/2009 | 01/2024 |
| Osaic Wealth, Inc. | Chicago | IL | 01/2024 | Present |
1. MARIO P. MINOTTI GROUP, INC. POSITION: President NATURE: Thebusiness is a Corporation that provides insurance brokerage services.DBA: Minotti Financial Group; Legacy Investment Services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2013 ADDRESS: 65 W JACKSON BLVD, #109, CHICAGO IL 60604, United States DESCRIPTION: Life & Health Insurance Agent - Selllife, health, and fixed annuity insurance products. 2. MG JOLIET STREET LLC POSITION: Member NATURE: The business is an LLC which consists of a commercial real estate property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/27/2019 ADDRESS: 425 JOLIET STREET, SUITE 318, DYER IN 46311, United States DESCRIPTION: Real Estate Owner / Property Manager 3. MARIO MINOTTI POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/28/2020 ADDRESS: 65 W Jackson Blvd, Unit 109, Chicago IL 60604, United States DESCRIPTION: Notarize documents and administer oaths 4. GALLERIA PROPERTY OWNERS ASSOCIATION 1 POSITION: Board Member NATURE: Office condominium association board INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 425 Joliet Street, Dyer IN 46311, United States DESCRIPTION: I vote on different issues that come up in the building. 5. BROWARD SHERIFF'S ADVISORY COUNCIL POSITION: Council Member NATURE: Non Profit for Broward County Sheriff's Department INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 1815 NW 51st Place, Suite 1, Fort Lauderdale FL 33309, United States DESCRIPTION: Assist in providing resources to Broward County First Responders
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-11 |
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