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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-16
IL RA APPROVED 2025-01-24
  • FL RA
    APPROVED
    Since 2026-01-16
  • IL RA
    APPROVED
    Since 2025-01-24

Branch Locations

3135 North Wilke Road Suite A, Arlington Heights, IL 60004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kensington Financial Services, Inc Arlington Heights IL 12/2009 Present
Lincoln Financial Securities Corporatiion Arlington Heights IL 08/2013 01/2025
Osaic Wealth, Inc. Arlington Heights IL 01/2025 Present
  • 12/2009 → Present
    Kensington Financial Services, Inc
    Arlington Heights, IL
  • 08/2013 → 01/2025
    Lincoln Financial Securities Corporatiion
    Arlington Heights, IL
  • 01/2025 → Present
    Arlington Heights, IL
Previous Registrations
  • 2014-07-11 → 2025-01-24
    Osaic Fs, Inc.
    Arlington Heights, IL
Other Businesses

1) KENSINGTON INSURANCE AGENCY POSITION: Vice President NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 09/21/2023 ADDRESS: 3135 N Wilke Rd. Suite A, Arlington Heights IL 60004, United States DESCRIPTION: Insurance sales 2) KENSINGTON FINANCIAL SERVICES, INC. POSITION: Sales Person NATURE: I am licensed to sell and service Property and Casualty, and Life and Health policies. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 09/24/2014 ADDRESS: 3135 N Wilke Rd, Suite A, Arlington Heights IL 60004, United States DESCRIPTION: Provide quotes to potential customers, wirte new business, service existing business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-24
  • S66 Uniform Combined State Law Examination
    2014-06-24
Other Names
  • Nicole Marie Valentino

View on SEC IAPD

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