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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
2595 E. Perrin Ave Suite 116, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Old Second National Bank | Yorkville | IL | 09/2011 | 05/2020 |
| Woodbury Financial Services Inc | Fresno | CA | 05/2020 | 01/2024 |
| Osaic Wealth, Inc. | Fresno | CA | 01/2024 | Present |
1. KANE COUNTY CAPITAL ADVISORS POSITION: Registered Office Assistant NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 11/19/2020 ADDRESS: 2595 E Perrin Ave, Suite 116, Fresno CA 93720, United States DESCRIPTION: Assist in office clerical tasks such as filing. 2. GVS POSITION: President NATURE: Community organization; no physical address. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2024 ADDRESS: 2595 E. Perrin Ave., #116, Fresno CA 93720, United States DESCRIPTION: Help to gather information on community events for the organization.?
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-05 |
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