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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grove Point Investments, Llc | Peoria | IL | 01/2018 | 05/2022 |
| Jimmy Johns | Peoria | IL | 11/2017 | 01/2018 |
| Chipotle | Peoria | IL | 01/2017 | 10/2017 |
| Fish House | Peoria | IL | 06/2015 | 05/2017 |
| Grove Point Advisors, Llc | Rockville | MD | 06/2021 | 05/2022 |
| Woodbury Financial Services Inc | Peoria | IL | 05/2022 | 01/2024 |
| Osaic Wealth, Inc. | Peoria | IL | 01/2024 | Present |
1. NEST EGG SILVER SERVICES I CONDUCT INSURANCE BUSINESS AT NEST EGG SILVER SERVICES WHICH IS A SUBSIDIARY OF NEST EGG WEALTH MANAGEMENT, INC. I CONDUCT MEDICARE, LTC, AND LIFE INSURANCE BUSINESS. POSITION: Insurance Broker NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2017 ADDRESS: 4812 N Sheridan Rd, Peoria IL 61614, United States DESCRIPTION: I work as a broker I meet with clients review their needs and make suggestions accordingly. I predominately do Medicare business which involves: finding if clients physicians are in network, calculating estimated drug cost, reviewing plan details with client, reviewing clients monthly budget and finding plans accordingly, etc. Basically I just try to fit the needs of the clients I meet with. Whether they need an IUL, LTC, Medicare, etc. I try to find whatever would work best for their particular situation then present my findings to them. 2. NEST EGG WEALTH MANAGEMENT POSITION: Insurance Broker NATURE: Insurance agency. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/20/2018 ADDRESS: 456 Fulton St Suite 400, Peoria IL 61602, United States DESCRIPTION: I work as a broker I meet with clients review their needs and make suggestions accordingly. I predominately do Medicare business which involves: finding if clients physicians are in network, calculating estimated drug cost, reviewing plan details with client, reviewing clients monthly budget and finding plans accordingly, etc. Basically I just try to fit the needs of the clients I meet with. Whether they need an IUL, LTC, Medicare, etc. I try to find whatever would work best for their particular situation then present my findings to them.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-21 |
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