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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| IL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lutz Law Firm | Biggsville | IL | 01/2014 | Present |
| Securities America Inc | Biggsville | IL | 02/2014 | 06/2024 |
| Securities America Advisors | Biggsville | IL | 04/2014 | 06/2024 |
| Osaic Wealth, Inc. | Biggsville | IL | 06/2024 | Present |
| Osaic Wealth, Inc. | Biggsville | IL | 06/2024 | Present |
I-COUNTY INSURANCE - POSITION: Advisor - NATURE: Financial planning advisory services for an insurance agency's clients - INVESTMENT RELATED: Yes - NUMBER OF HOURS: 10 - SECURITIES TRADING HOURS: 10 - START DATE: 1/2015 - ADDRESS: 204 East Main Street, Biggsville IL 61418 LAW OFFICE OF TYLER J. LUTZ POSITION: Attorney NATURE: LUTZ LAW FIRM - LAW FIRM - OWNER/ATTORNEY - 25% TIME SPENT - BEGINNING 1/2014 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 204 E Main St, Suite B, Biggsville IL 61418, United States DESCRIPTION: Estate planning, real estate, business planning related legal representation. SECURITIES AMERICA ADVISORS POSITION: Investment Advisor NATURE: RIA for SAA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 01/01/2016 ADDRESS: 204 E Main St, Box 70, Biggsville IL 61418, United States DESCRIPTION: Investment advice/retirement planning on an advisory basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-09 |
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