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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
| WI | RA | APPROVED | 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 |
|---|---|---|---|---|
| Community State Bank | Union Grove | WI | 05/2011 | 08/2017 |
| Securities America Inc | Union Grove | WI | 07/2015 | 08/2017 |
| Securities America Advisors | Union Grove | WI | 07/2015 | 08/2017 |
| Woodbury Financial Services Inc | Lake Zurich | IL | 08/2017 | 01/2024 |
| Osaic Wealth, Inc. | Lake Zurich | IL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-25 |
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