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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
27575 Ferry Rd Ste 101, Warrenville, IL 60555 • 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, Inc | Lisle | IL | 10/2010 | 01/2024 |
| Osaic Wealth, Inc. | Warrenville | IL | 01/2024 | Present |
1) SELL TRADITIONAL LIFE PRODUCTS LISLE IL INSURANCE AGENT STARTED 03/01/1985 10 HRS/WEEK NOT SECURITIES RELATED 2) NORTHPOINT FINANCIAL GROUP POSITION: FINANCIAL ADVISOR NATURE: LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 10/01/2013 ADDRESS: 27575 FERRY RD., SUITE 101, WARRENVILLE IL 60137 DESCRIPTION: I HAVE BEEN TRANSFERRED TO THIS GROUP WHICH ISSTILL UNDER THE WOODBURY FINANCIAL SERVICES UMBRELLA AS OUR BROKER DEALER INSTEAD OF WORKING DIRECTLY UNDER THE LISLE, ILLINOIS BRANCH. I AM NOW PART OF THIS GROUP. 3) NA POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 10185 E Legend trail, Gold Canyon AZ 85118, United States DESCRIPTION: Property rental in Arizona
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-18 |
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