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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-04 |
| CA | RA | APPROVED | 2024-01-19 |
| CT | RA | APPROVED | 2024-01-19 |
| IL | RA | APPROVED | 2024-01-19 |
| MI | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
1801 S Meyers Rd Ste 150, Oakbrook Terrace, IL 60181 • United States
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 |
|---|---|---|---|---|
| Woodbury Financial Services | Oak Brook | IL | 10/2006 | 01/2024 |
| Osaic Wealth, Inc. | Oakbrook Terrace | IL | 01/2024 | Present |
1) Z GROUP FINANCIAL (DBA) POSITION: sole proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2006 ADDRESS: 1801 S. Meyers Rd, suite 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Non securities products. Traditional Life insurance & fixed index annuities and fixed annutiiesthrough approved FMO's and various carriers. 2) INDEPENDENT ADVISORS GROUP LLC POSITION: Manager NATURE: LLC Created in order to pay rents to the building landlord. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/30/2012 ADDRESS: 1801 S. Meyers Rd, suite 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Sign tax returns for the LLC. Negotiate building rent. 3) Z GROUP FINANCIAL (DBA) POSITION: sole proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2006 ADDRESS: 1801 S. Meyers Rd, suite 150, Oakbrook Terrace IL 60181, United States DESCRIPTION: Non securities products. Traditional Life insurance & fixed index annuities and fixed annutiiesthrough approved FMO's and various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-25 |
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