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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-24 |
Branch Locations
204 S Main St, Sycamore, IL 60178 • United States
555 S Perryville Rd Ste 201, Rockford, IL 61108 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Rockford | IL | 06/2006 | 01/2024 |
| Osaic Wealth Inc | Sycamore | IL | 01/2024 | Present |
1. 4/29/2016: Crump Life Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/10/2015 - 5 Hours Per Month During Securities Trading - Agent Only. 2. CRUMP POSITION: Agent NATURE: Life Insurance, LTC and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2020 ADDRESS: 4320 SPRINGCREEK RD, ROCKFORD IL 61107, United States DESCRIPTION: Quote insurance products 3. SERVICE 1 FINANCIAL GROUP POSITION: Registered Rep NATURE: Financial Advisors Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 120 START DATE: 01/12/2024 ADDRESS: 555 S. Perryville Rd, Suite #201, Rockford IL 61108, United States DESCRIPTION: Work with Clients 4. CRUMP POSITION: Agent NATURE: Life Insurance, LTC and fixed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2020 ADDRESS: 555 S. Perryville Rd, Suite #201, ROCKFORD IL 61108, United States DESCRIPTION: Quote insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-22 |
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