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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-24 |
Branch Locations
3217 Summit Square Place Suite 200, Lexington, KY 40509 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferson Standard Life Ins. | Lexington | KY | 04/1984 | Present |
| Lincoln Financial Securities Corporation | Lexington | KY | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Lexington | KY | 01/2025 | Present |
1) GENESIS, LLC 3217 SUMMIT SQUARE PLACE SUITE 200 LEXINGTON, KY 40509 CATEGORY: REAL ESTATE INVESTMENT-RELATED: YES TITLE: PARTNER DUTIES: COLLECT RENT AND DO ALL DUTIES ASSOCIATED WITH BEING A LANDLORD. START DATE: 12/04 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 2) AL WILSON / THOROUGHBRED AGENCY 3217 SUMMIT SQUARE PLACE SUITE 200 LEXINGTON KENTUCKY 40509 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERING FIXED ANNUITIES. REFER CLIENTS AND CLIENTS OF AGENTS THAT I SERVICE TO STRUCTURED SETTLEMENT BROKER. A STRUCTURED SETTLEMENT IS A FIXED ANNUITY MANUFACTURED TO FIT A SPECIAL SITUATION. START DATE: 9/1/2008 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) THOROUGHBRED FINANCIAL AGENCY 3217 SUMMIT SQUARE PLACE SUITE 200 LEXINGTON, KY. 40509 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OFFERS ACCIDENT & HEALTH, DISABILITY, FIXED AND TRADITIONAL INSURANCE PRODUCTS AS WELL AS INDEXED ANNUITIES, LIFE SETTLEMENTS, WHOLESALING, AND PREMIUM FINANCING. START DATE: 2/09 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 4) EAGIL LIFE SETTLEMENTS POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2025 ADDRESS: 50 Tice Blvd., Woodcliff Lake NJ 07677, United States DESCRIPTION: Sale of Life Settlements and Sale of Life Insurance, sometimes to the same client in the same plan. 5) EAGIL FINANCIAL GROUP LLC POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2025 ADDRESS: 50 Tice Blvd., Woodcliff Lake, NJ 07677, United States DESCRIPTION: Fixed Life and Fixed Annuity Sales
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-08 |
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