Best Investors Account Sign in
Current Employers
Usadvisors Wealth Management, Llc

15750 Venture Lane, Eden Prairie, MN 55344 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-08-30
IL RA APPROVED 2019-02-15
  • TX RA
    APPROVED_RES
    Since 2019-08-30
  • IL RA
    APPROVED
    Since 2019-02-15

Branch Locations

Winfield, IL • 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
Raymond James Financial Services, Inc Park Ridge IL 08/2014 11/2017
Sage Private Wealth Group Wheaton IL 05/2014 11/2017
Raymond James Financial Services Advisors Inc. Park Ridge IL 01/2015 11/2017
Acceleration At The Yard Naperville IL 04/2015 11/2017
Sage Private Wealth Group, Llc. Wheaton IL 05/2014 11/2017
Questar Capital Corporation Minneapolis MN 11/2017 02/2019
Questar Asset Management Minneapolis MN 11/2017 02/2019
Securities America, Inc. Winfield IL 02/2019 06/2024
Usadvisors Wealth Management, Llc Winfield IL 02/2019 Present
Osaic Wealth, Inc. Winfield IL 06/2024 Present
  • 08/2014 → 11/2017
    Raymond James Financial Services, Inc
    Park Ridge, IL
  • 05/2014 → 11/2017
    Sage Private Wealth Group
    Wheaton, IL
  • 01/2015 → 11/2017
    Park Ridge, IL
  • 04/2015 → 11/2017
    Acceleration At The Yard
    Naperville, IL
  • 05/2014 → 11/2017
    Wheaton, IL
  • 11/2017 → 02/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 11/2017 → 02/2019
    Questar Asset Management
    Minneapolis, MN
  • 02/2019 → 06/2024
    Securities America, Inc.
    Winfield, IL
  • 02/2019 → Present
    Winfield, IL
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Winfield, IL
Previous Registrations
Other Businesses

1. Park Ridge Chamber of Commerce Position: Past President and Board Member - Nature: Park Ridge Chamber of Commerce - Investment Related: No - Hours: 10 - Securities Trading Hours: 10 Start Date: 01/01/2016 - Address: 720 Garden St., Park Ridge IL 60068 2. Advocate Wealth Management - DBA 3. DVOCATE INSURANCE AGENCY LLC POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/07/2020 ADDRESS: 26W422 Pinehurst Dr., Winfield IL 60190 DESCRIPTION: Owner, running of the day-to-day business. Sale of insurance products for clients who need them. 4. ADVOCATE CONSULTING LLC POSITION: Owner NATURE: Business Consulting/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/07/2020 ADDRESS: 26W422 Pinehurst Dr., Winfield IL 60190 DESCRIPTION: Consulting Businesses and individuals on decision making, marketing, structure and financial wellness. 5. US ADVISORS WEALTH MANAGEMENT POSITION: Wealth Advisor NATURE: US Advisors Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 02/15/2019 ADDRESS: 26W422 Pinehurst Dr, Winfield IL 60190, United States DESCRIPTION: Financial planning and advisory business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-08
  • S66 Uniform Combined State Law Examination
    2014-12-08

View on SEC IAPD

More in Winfield, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor