Sally Jo Osborne

Current Employers

Employment History

• 05/2016 → 05/2017
  Nuveen Securities
  Skokie, IL
• 07/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Skokie, IL
• 07/2017 → Present
  Bank Of America, N.A.
  Skokie, IL
• 01/2022 → Present
  Alight Financial Solutions
  Charlotte, NC
• 01/2022 → Present
  Alight Solutions
  Lincolnshire, IL

Previous Registrations

• 2017-08-17 → 2022-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Skokie, IL
  Skokie, IL
  Chicago, IL
  Skokie, IL
  Skokie, IL
  Morton Grove, IL
  Wilmette, IL
  Glenview, IL
  Skokie, IL
  Northbrook, IL
  Northbrook, IL
• 2016-05-03 → 2017-05-23
  Nuveen Asset Management, Llc
  Chicago, IL
• 2011-02-16 → 2015-01-12
  Fifth Third Securities, Inc.
  Evanston, IL
  Evanston, IL
  Niles, IL
  Mundelein, IL
  Niles, IL
  Skokie, IL
  Lake Forest, IL
  Lake Forest, IL
• 2010-04-30 → 2011-01-14
  Firstmerit Advisors, Inc.
  Bolingbrook, IL
  Akron, OH
  Bolingbrook, IL
  Niles, IL
• 2008-01-07 → 2009-07-08
  Valic Financial Advisors, Inc.
  Peoria, IL
• 2006-03-24 → 2008-01-07
  Wells Fargo Clearing Services, Llc
  Oak Brook, IL
• 2005-11-15 → 2006-03-27
  Chase Investment Services Corp.
  Chicago, IL
  Oak Park, IL

Other Businesses

I*138709 For profit or not for profit: For-Profit Organization Name of outside business organization: ROSS DRESS FOR LESS Investment related: Address of business: Morton Grove, Illinois 60053 Nature of business: Corporation, Compensation for Activity: Position, title, association: Part-Time, Start date of relationship: 6/26/2021 Number of hours devoted: 20 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Retail Associate

Exams

• S66 Uniform Combined State Law Examination
  2005-11-14
• S63 Uniform Securities Agent State Law Examination
  1988-11-10

Other Names

• Sally Jo Graff
• Sally Jo Osborne
• Sally Jo Graff-Osborne
• Sally Osborne