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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| IL | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 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 Corporation | Rosemont | IL | 01/1996 | 01/2025 |
| Osaic Wealth, Inc. | Chicago | IL | 01/2025 | Present |
1)ROBERT SMITH 8755 W. HIGGINS ROAD SUITE 200 CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALES AND SERVICE OF A&H, DI, LTC FIXED ANNUITIES, HSA, EQUITY INDEXED ANNUITIES, LIFE SETTLEMENTS, AND TRADITIONAL LIFE INSURANCE START DATE: 01/01/2009 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 2)ROBERT SMITH OSAIC WEALTH POSITION: Agent NATURE: Index annuities, Fixed Annuities, Variable Annuities, Highland Capital, Crump Insurance, Life insurance, Long Term Care Insurance, Disability Income Insurance; Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2009 ADDRESS: 8755 W. Higgins Road, Suite 200, Chicago IL 60631, United States DESCRIPTION: Solicit or refer the above mentioned products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-30 |
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