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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-06 |
Branch Locations
210 S. 5Th Street Suite 102, St. Charles, IL 60174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid America Financial Group | St. Charles | IL | 01/2008 | Present |
| Sagepoint Financial Inc. | St. Charles | IL | 02/2022 | 09/2023 |
| Osaic Wealth, Inc. | St. Charles | IL | 09/2023 | Present |
1. Life Insurance agent. 2. MID AMERICA FINANCIAL GROUP POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2005 ADDRESS: 210 S Fifth Street, Saint Charles IL 60174, United States DESCRIPTION: Fixed Life and Annuity business 3. MID AMERICA FINANCIAL GROUP POSITION: Assistant to General Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2008 ADDRESS: 210 S Fifth Street, Suite 102, Saint Charles IL 60174, United States DESCRIPTION: Helping agents with illustrations, licensing, product support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-13 |
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