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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| MA | RA | APPROVED | 2024-01-19 |
| NH | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Orland Park | IL | 08/2005 | 01/2024 |
| Osaic Wealth, Inc. | Orland Park | IL | 01/2024 | Present |
THE LINEAGE GROUP POSITION: Registered Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2016 ADDRESS: 16620 S. 107th Ct., Orland Park IL 60467, United States DESCRIPTION: Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-21 |
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