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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-14 |
Branch Locations
7501 Lemont Road, Suite 20 D, Woodridge, IL 60517 • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Woodridge | IL | 09/2023 | 04/2025 |
| Madison Avenue Securities, Llc | San Diego | CA | 04/2025 | Present |
| Financial Security Consultants | Woodridge | IL | 04/2025 | Present |
1.) Name: Financial Security Consultants, Inc.; Investment Related: No; Address: 7501 Lemont Road, Suite 20 D, Woodridge, IL 60517; Nature of the Business: Insurance Sales and Services; Position: President; Hours Per Week: 30 Hours; Start Date: 09/01/1995
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-25 |
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