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Renee Therese Pavlik

Osaic Wealth, Inc.

Lisle, IL

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-12-01
VA RA APPROVED 2016-08-25
FL RA APPROVED 2016-06-09
MN RA APPROVED 2013-12-16
IL RA APPROVED 2005-01-18
  • CA RA
    APPROVED
    Since 2016-12-01
  • VA RA
    APPROVED
    Since 2016-08-25
  • FL RA
    APPROVED
    Since 2016-06-09
  • MN RA
    APPROVED
    Since 2013-12-16
  • IL RA
    APPROVED
    Since 2005-01-18

Branch Locations

901 Warrenville Road Suite 100, Lisle, IL 60532 • 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
Osaic Wealth, Inc. Lisle IL 09/2002 Present
Osaic Wealth, Inc. Lisle IL 03/2009 Present
Previous Registrations
  • 2006-10-12 → 2009-03-31
    Afc Advisory Corporation
    Glen Ellyn, IL
  • 2002-10-24 → 2006-10-30
    Rose And Associates Advisory Corporation
    Glen Ellyn, IL
  • 1999-08-02 → 2002-09-24
    Chicago, IL
Other Businesses

1. R FINANCIAL RECAP POSITION: Sole Proprietor NATURE: Other -- Divorce Planning with individuals and families INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2019 ADDRESS: 901 Warrenville Rd. Ste. 100, Lisle IL 60532, United States DESCRIPTION: Currently the duties are dealing with post decree divorce cases. These cases are back in front of the lawyers and judges 5-6 years after the initial divorce. Renegotiating divorce settlements for clients retirement- i.e. - maintenance, budgets, pension settlements, use of quadros and social security income. 2. PAFG, INC. POSITION: Owner NATURE: Corporation-sub chapter S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 02/20/2020 ADDRESS: 901 Warrenville Rd. Ste. 100, Lisle IL 60532, United States DESCRIPTION: Set up payroll pay vendors etc 3. FOCUS FINANCIAL NETWORK INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 901 Warrenville Rd Ste 100, Lisle IL 60532, United States DESCRIPTION: Sale and Service of life Insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-07-12
S63 Uniform Securities Agent State Law Examination 1994-05-24
  • S65 Uniform Investment Adviser Law Examination
    1999-07-12
  • S63 Uniform Securities Agent State Law Examination
    1994-05-24
Other Names
  • Renee T Pavlik

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