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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-18
  • IL RA
    APPROVED
    Since 2026-08-18

Branch Locations

3135 North Wilke Road Suite A, Arlington Heights, IL 60004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Distribution Services, Inc. Columbus OH 06/2023 03/2025
Northwestern Mutual Downers Grove IL 05/2021 02/2023
Seven Bridges Golf Woodridge IL 08/2020 05/2021
Full Time Education Naperville IL 03/2023 05/2023
Full Time Education Naperville IL 06/2013 07/2020
Unemployed Naperville IL 03/2025 02/2026
Osaic Arlington Heights IL 02/2026 Present
  • 06/2023 → 03/2025
    Jpmorgan Distribution Services, Inc.
    Columbus, OH
  • 05/2021 → 02/2023
    Northwestern Mutual
    Downers Grove, IL
  • 08/2020 → 05/2021
    Seven Bridges Golf
    Woodridge, IL
  • 03/2023 → 05/2023
    Full Time Education
    Naperville, IL
  • 06/2013 → 07/2020
    Full Time Education
    Naperville, IL
  • 03/2025 → 02/2026
    Unemployed
    Naperville, IL
  • 02/2026 → Present
    Osaic
    Arlington Heights, IL
Other Businesses

1. KENSINGTON FINANCIAL SERVICES POSITION: Registered Client Service Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 135 START DATE: 04/06/2026 ADDRESS: 3135 N Wilke Rd, Suite A, Arlington Heights IL 60004, United States DESCRIPTION: Assisting with client onboarding, account maintenance, processing trades, preparing review meeting material, and analyzing client portfolios. Licensing: IL Life, Health, and Accident Insurance SIE Series 6 Series 63 Series 7 2. KENSINGTON FINANCIAL SERVICES-INSURANCE POSITION: Registered Client Service Associate NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 135 START DATE: 04/06/2026 ADDRESS: 3135 N Wilke Rd, Suite A, Arlington Heights IL 60004, United States DESCRIPTION: Assisting with client onboarding, account maintenance, processing trades, preparing review meeting material, and analyzing client portfolios. Licensing IL Life, Health, and Accident Insurance SIE Series 6 Series 63 Series 7

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-17
S63 Uniform Securities Agent State Law Examination 2023-10-02
  • S65 Uniform Investment Adviser Law Examination
    2026-08-17
  • S63 Uniform Securities Agent State Law Examination
    2023-10-02
Other Names
  • David Olson
  • David Charles Olson

View on SEC IAPD

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