Denis Jeffrey Conlon

Current Employers

Employment History

• 04/2016 → 07/2018
  Lpl Financial, Llc
  Orland Park, IL
• 04/2016 → 07/2018
  Opus Wealth Partners, Llc
  Lisle, IL
• 07/2018 → 09/2020
  Securities Service Network
  Orland Park, IL
• 07/2018 → 09/2020
  Ssn Advisory, Inc
  Orlnad Park, IL
• 09/2020 → 06/2024
  Securities America, Inc.
  Orland Park, IL
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Orland Park, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Orland Park, IL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Orland Park, IL

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Orland Park, IL
• 2018-07-05 → 2020-09-18
  Ssn Advisory, Inc.
  Orland Park, IL
• 2016-04-29 → 2018-08-02
  Opus Wealth Management Group
  Orland Park, IL
• 2013-02-06 → 2016-05-02
  Fsc Securities Corporation
  Orland Park, IL
• 2003-01-02 → 2013-02-25
  Retirement Plan Advisors, Llc
  Chicago, IL
  Chicago, IL
• 2002-04-08 → 2002-12-31
  Cambridge Investment Research, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1. DENIS CONLON POSITION: Tax Preparer NATURE: Denis Conlon INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 8000 W 159th St, Orland Park IL 60462, United States DESCRIPTION: I am an Enrolled Agent. I do basic tax returns for a nominal fee for some clients and family members. 1. DENIS CONLON POSITION: Sales NATURE: I have done Term Life Insurance Sales. I may do it again but it is unlikely. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1999 ADDRESS: 8000 W. 159th St, Orland Parl IL 60462, United States DESCRIPTION: If the occasion arises I will sell term life insurance. 2. CONLON FINANCIAL PLANNING POSITION: Owner NATURE: SSA Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 05/01/2002 ADDRESS: 8000 W. 159th St, Orland Park IL 60462, United States DESCRIPTION: Advisory business DBA - Conlon Financial Planning 3. SAA POSITION: Registered Advisor NATURE: Securities America Advisors Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 09/18/2020 ADDRESS: Conlon Financial Planning, 8000 W 159th St Ste. 2SE, Orland Park IL 60462, United States DESCRIPTION: Investment Advisory 4. LOAN POSITION: Lender NATURE: My wife and I are loaning our son $400,000 to purchase a home. He will pay us back similar to a 30-year mortgage. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 13608 Sandalwwod, Sandalwood, ORLAND PARK IL 60462, United States DESCRIPTION: I have to write a check.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-30

Designations