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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • FL RA
    APPROVED
    Since 2024-09-25
  • CA RA
    APPROVED
    Since 2024-01-19
  • CT RA
    APPROVED
    Since 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19
  • MI RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

1801 S Meyers Rd Ste 150, Oakbrook Terrace, IL 60181 • 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
Woodbury Financial Oak Brook IL 10/2006 01/2024
Osaic Wealth, Inc. Oakbrook Terrace IL 01/2024 Present
  • 10/2006 → 01/2024
    Woodbury Financial
    Oak Brook, IL
  • 01/2024 → Present
    Oakbrook Terrace, IL
Previous Registrations
  • 2006-10-27 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oakbrook Terrace, IL
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-27
  • S66 Uniform Combined State Law Examination
    2006-07-27
Designations
Other Names
  • Paul Zalduendo

View on SEC IAPD

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