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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| CA | RA | APPROVED | 2024-01-19 |
| CT | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
1801 S Meyers Rd Ste 150, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Oak Brook | IL | 10/2006 | 01/2024 |
| Osaic Wealth, Inc. | Oakbrook Terrace | IL | 01/2024 | Present |
1) Z GROUP FINANCIAL POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2009 ADDRESS: 1801 S. Meyers Rd, Suite 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: FIXED LIFE & ANNUITY/MEDICAL/HEALTH INSURANCE SALES THROUGH VARIOUS CARRIERS. 2) Z GROUP FINANCIAL POSITION: Advisor NATURE: This is my DBA. It is a sole proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 10/01/2006 ADDRESS: 1801 S. Meyers Rd, Suite 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Z GROUP FINANCIAL IS MY DBA. 3) INDEPENDENT ADVISORS GROUP, LLC POSITION: Member NATURE: Partnership created to share liability related to renting our shared office space. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/23/2012 ADDRESS: 1801 S. Meyers Rd, Suite 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: No duties related to the partnership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-27 |
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