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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-25 |
| IL | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
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 |
|---|---|---|---|---|
| Pacesetter Universal Insurance Agency | Mattoon | IL | 05/1983 | Present |
| Securities America, Inc. | Mattoon | IL | 12/1999 | Present |
| Securities America Advisors, Inc. | Mattoon | IL | 01/2001 | Present |
| Osaic Wealth, Inc. | Mattoon | IL | 06/2024 | Present |
| Osaic Wealth, Inc. | Mattoon | IL | 06/2024 | Present |
1) PACESETTER UNIVERSAL INSURANCE AGENCY, INC, POSITION: Sales at retail NATURE: 2) PACESETTER UNIVERSAL INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/01/1999 ADDRESS: 1216 Lakeland Blvd, Mattoon IL 61938 DESCRIPTION: Retail insurance sales to client. Producer licensed in the state of IL. 2) MINISTER POSITION: minister/helper NATURE: UNITED PENTECOSTAL CHURCH - LICENSED MINISTER INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 12/31/1994 ADDRESS: 12 Greenbriar Drive #3, Mattoon IL 61938 DESCRIPTION: Assist local pastor in the needs of our church as well as help other pastors and churches with religious needs. 3) REAL ESTATE RENTAL PROPERTY POSITION: Owner NATURE: RENTAL PROPERTY - OWNER INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1994 ADDRESS: 12 Greenbriar Drive #3, Mattoon IL 61938 DESCRIPTION: I own one apartment and I rent it to a single renter on a month to month basis. I have not other business relationship with this renter.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-10 |
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