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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-06-14 |
Branch Locations
72 S La Grange Rd Suite 11, Lagrange, IL 60525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connelly, Mccarthy & Associates | Lagrange | IL | 06/1994 | Present |
| Securities America, Inc. | Lagrange | IL | 06/1994 | 06/2024 |
| Francis Connelly | Lagrange | IL | 05/2002 | Present |
| Securities America Advisors, Inc. | Lagrange | IL | 03/2005 | 06/2024 |
| Osaic Wealth, Inc. | Lagrange | IL | 06/2024 | Present |
| Osaic Wealth, Inc. | Lagrange | IL | 06/2024 | Present |
***FRANCIS CONNELLY AGENT POSITION: life insurance agent NATURE: FIXED INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 06/1994 - LOCATED AT 72 SOUTH LAGRANGE ROAD, LAGRANGE, IL 60525 - 5% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/1994 ADDRESS: 72 South La Grange Road, Suite 11, La Grange IL 60525 DESCRIPTION: if SAI clients need insurance I suggest it to them ***CONNELLY MCCARTHY & ASSOCIATES, FINANCIAL SERVICES INC. POSITION: life insurance sales NATURE: Selling fixed life insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/07/1994 ADDRESS: 72 South La Grange Road, Suite 11, La Grange IL 60525 DESCRIPTION: selling fixed life insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-10 |
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