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Mark Elmer Stevenson

Osaic Wealth, Inc.

Orland Park, IL

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • IL RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

9031 W 151St Street Suite 209, Orland Park, IL 60462 • 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
Lpl Financial Orland Park IL 03/2013 03/2018
Woodbury Financial Services Inc Orland Park IL 03/2018 01/2024
Osaic Wealth, Inc. Orland Park IL 01/2024 Present
  • 03/2013 → 03/2018
    Lpl Financial
    Orland Park, IL
  • 03/2018 → 01/2024
    Woodbury Financial Services Inc
    Orland Park, IL
  • 01/2024 → Present
    Orland Park, IL
Previous Registrations
  • 2018-03-23 → 2024-01-19
    Woodbury Financial Services, Inc.
    Orland Park, IL
    Orland Park, IL
    Naples, FL
  • 2013-03-05 → 2018-03-29
    Orland Park, IL
    San Diego, CA
    Orland Park, IL
  • 2008-05-06 → 2013-03-14
    Concourse Financial Group Securities, Inc.
    Worth, IL
    Clinton, CT
    Orland Park, IL
  • 2003-02-13 → 2008-05-06
    Osaic Fs, Inc.
    Worth, IL
  • 1999-09-01 → 2003-02-14
    Polaris Advisory Services Inc
    Worth, IL
Other Businesses

MARK E STEVENSON POSITION: insurance agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/1980 ADDRESS: 9031 W 151st Street, #209, Orland Park IL 60462, United States DESCRIPTION: solicit insurance mainly long term care insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-12-19
S63 Uniform Securities Agent State Law Examination 1986-08-14
  • S66 Uniform Combined State Law Examination
    2008-12-19
  • S63 Uniform Securities Agent State Law Examination
    1986-08-14
Designations

View on SEC IAPD

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