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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

101 W 22Nd St Ste 107, Lombard, IL 60148 • 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
Woodbury Financial Services Lombard IL 09/2005 01/2024
Osaic Wealth, Inc. Lombard IL 01/2024 Present
  • 09/2005 → 01/2024
    Woodbury Financial Services
    Lombard, IL
  • 01/2024 → Present
    Lombard, IL
Previous Registrations
  • 2008-04-28 → 2024-01-19
    Woodbury Financial Services, Inc.
    Oak Brook, IL
    Lombard, IL
    Oakbrook Terrace, IL
Other Businesses

1. ESMAIL FINANCIAL STRATEGIES POSITION: Agent NATURE: Esmail Financial Strategies is our DBA. We offer Fixed Insurance Products (Term Life, GUL, IUL, LTDI, etc). INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2007 ADDRESS: 101 W. 22nd Street, Suite: 107, Lombard IL 60148, United States DESCRIPTION: Esmail Financial Strategies is our DBA. We offer Fixed Insurance Products (Term Life, GUL, IUL, LTDI, etc).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-10-31
  • S63 Uniform Securities Agent State Law Examination
    1989-10-31

View on SEC IAPD

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