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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
8755 West Higgins Road Suite 200, Chicago, IL 60631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Chicago | IL | 02/2002 | 01/2025 |
| Osaic Wealth, Inc. | Chicago | IL | 01/2025 | Present |
1) TOM KEDZIE, NAPERVILLE, IL 60540 Category: INSURANCE Investment Related: YES Title: AGENT Duties: SERVICE AND SELL INSURANCE PRODUCTS INCLUDING ACCIDENT, HEALTH, COMMISION-BASED GROUP BENEFITS, DISABILITY, LONG-TERM CARE, TRADITIONAL LIFE INSURANCE, AND FIXED AND INDEXED ANNUITIES. Start Date: 02/22/2002 Hours per Month: 4 Hours per Month during trading hours: 4 2) RETIREWELL LLC 8755 W. HIGGINS RD., STE. 200, CHICAGO, IL 60631 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH FIXED INSURANCE PRODUCTS ARE OFFERED AND MARKETED. PRODUCTS INCLUDE HEALTH INSURANCE, FIXED AND INDEXED ANNUITIES, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 2/12/19 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 3) RETIREWELL POSITION: Agent NATURE: Sale of insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/12/2019 ADDRESS: 8755 W. Higgins Road, Suite 200, Chicago IL 60631, United States DESCRIPTION: Sale of insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-12 |
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