John William Bever

Current Employers

Employment History

• 06/1984 → Present
  Phase Iii Advisory Services, Ltd
  Buffalo Grove, IL
• 11/1989 → Present
  Osaic Wealth, Inc.
  Buffalo Grove, IL

Previous Registrations

• 2003-01-11 → 2005-12-31
  David H. Morton, Ltd.
  Buffalo Grove, IL

Other Businesses

1-PHASE III ADVISORY SERVICES POSITION: Owner - NATURE: Corporation - Registered Investment Adviser - INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/02/1983 ADDRESS: 1110 W Lake Cook Road, Ste 265, Buffalo Grove IL 60089, United States DESCRIPTION: Present Life Insurance illustrations and propose solutions to clients health and life insurance needs. 2-NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1990; ADDRESS: 1110 W Lake Cook Road, Ste 265, Buffalo Grove IL 60089, United States; DESCRIPTION: Provide notary public services to existing clients at no charge 3. PHASE III ADVISORY SERVICES POSITION: Owner - NATURE: Corporation - Registered Investment Adviser - INVESTMENT RELATED: Yes; NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 110 START DATE: 06/01/1984 ADDRESS: 1110 W Lake Cook Road, Ste 265, Buffalo Grove IL 60089, United States DESCRIPTION: Fee based financial planning; investment management of investment advisory accounts; evaluation and recommendation of third party investment advisors; supervising the independent RIA and branch office of the B/D

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-05-21

Designations