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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| IL | RA | APPROVED | 1999-03-01 |
Branch Locations
1205 Dekalb Avenue, Sycamore, IL 60178 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 1998-02-03 |
Branch Locations
1205 Dekalb Ave, Sycamore, IL 60178 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Sycamore | IL | 11/1989 | Present |
1)-PLANWEALTH, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/1991 ADDRESS: 1205 Dekalb Ave. Sycamore, IL 60178, Sycamore IL 60178, United States DESCRIPTION: Shell company (Planwealth Inc.) used as Business name only! No business goes through this DBA. DESCRIPTION: Durable Power of Attorney 2) LARRY H. KNOBLE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/25/1984 ADDRESS: 1205 Dekalb Ave. Sycamore, IL 60178, Sycamore IL 60178, United States DESCRIPTION: I sell Life insurance, disability ins., LTC ins., Dental ins. health ins. and Fixed annuities to my clients who need these products. 3) LARRY H. KNOBLE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 02/03/1998 ADDRESS: 1205 Dekalb Ave. Sycamore, IL 60178, Sycamore IL 60178, United States DESCRIPTION: Analyze client goals and financial data submitted to me, from the data I consult with client & make recommendations to achieve these goals, & other services include reviewing current investments and rebalancing according to risk tolerance, I charge a fee for these services depending on time involved.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-04 |
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