Lisa Palmer Dickholtz

Current Employers

Employment History

• 01/1997 → 06/2024
  Securities America, Inc.
  Scottsdale, AZ
• 09/2007 → 06/2024
  Securities America Advisors, Inc
  Scottsdale, AZ
• 06/2024 → 12/2025
  Osaic Wealth, Inc.
  Carefree, AZ
• 06/2024 → 12/2025
  Osaic Wealth, Inc.
  Carefree, AZ
• 12/2025 → Present
  Cambridge Investment Research,Inc.
  Fairfield, IA
• 12/2025 → Present
  Cooper Mcmanus
  Irvine, CA

Previous Registrations

• 2024-06-14 → 2025-12-05
  Osaic Wealth, Inc.
  Carefree, AZ
• 2007-09-04 → 2024-06-14
  Securities America Advisors, Inc.
  Northbrook, IL
  Carefree, AZ
• 2001-11-02 → 2007-09-06
  Dorion-Gray Retirement Planning, Inc.
  Crystal Lake, IL
  Crystal Lake, IL
• 2001-11-02 → 2002-12-31
  Dorion-Gray Retirement Planning, Inc.
  Crystal Lake, IL

Other Businesses

1. DICKHOLTZ HEALTH & WEALTH, PO Box 1130, 7301 E. Sundance Trail, Suite B202, Carefree AZ 85377, United States, 12/04/2025, Owner, Marketing, NIR, 30 HR/MO - 0 HR/MO TRADING 2. INSURANCE, PO Box 1130, 7301 E. Sundance Trail, Suite B202, Carefree AZ 85377, United States, 12/04/2025, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 0 HR/MO TRADING 3. ATLAS PILLOW COMPANY, PO Box 1130, 7301 E. Sundance Trail, Suite B202, Carefree AZ 85377, United States, 12/04/2025, Owner, Retail Sales/Distribution, NIR, 0 HR/MO - 0 HR/MO TRADING 4. COOPER MCMANUS, PO Box 1130, 7301 E. Sundance Trail, Suite B202, Carefree AZ 85377, United States, 12/04/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, NIR, 30 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-28
• S63 Uniform Securities Agent State Law Examination
  1987-03-23

Designations

Other Names

• Lisa Ann Palmer
• Lisa Ann Demarco
• Lisa Ann Palmer
• Lisa Ann Dickholtz
• Lisa Ann Dickholtz