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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 |
| MT | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | East Peoria | IL | 07/2014 | 10/2018 |
| Thrivent Financial | Appleton | WI | 10/2014 | 10/2018 |
| Woodbury Financial Services Inc | Morton | IL | 10/2018 | 01/2024 |
| Osaic Wealth, Inc. | Venice | FL | 01/2024 | Present |
1. BARCLAY INVESTMENTS POSITION: President NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 10/31/2019 ADDRESS: 109 Timber Lane, East Peoria` IL 61611, United States DESCRIPTION: I will be performing financial planning and wealth management responsibilities. 2. INSURANCE AGENT POSITION: Insurance Agent NATURE: Incorporated. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/15/2018 ADDRESS: 370 E Courtland St, Morton IL 61550, United States DESCRIPTION: provide life insurance and health insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-29 |
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