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Joseph Austin Schoenhardt

Osaic Wealth, Inc.

Oak Brook, IL

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-14
  • IL RA
    APPROVED
    Since 2024-06-14

Branch Locations

125 Windsor Dr Ste 111, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securities America, Inc. Oak Brook IL 12/2003 06/2024
Securities America Advisors, Inc. Oak Brook IL 08/2004 06/2024
Osaic Wealth, Inc. Oak Brook IL 06/2024 Present
  • 12/2003 → 06/2024
    Securities America, Inc.
    Oak Brook, IL
  • 08/2004 → 06/2024
    Securities America Advisors, Inc.
    Oak Brook, IL
  • 06/2024 → Present
    Oak Brook, IL
Previous Registrations
  • 2004-08-24 → 2024-06-14
    Securities America Advisors, Inc.
    Westchester, IL
    Oak Brook, IL
  • 1997-10-16 → 2003-12-18
    Veravest Investment Advisors, Inc.
    Des Plaines, IL
Other Businesses

1. SECURE FUTURES/CFBP PROPERTY/CASUALTY/MEDICAL INSURANCE SALES - LOCATED IN CHICAGO, IL - START DATE 6/1985 - 1% TIME SPENT 2. INSURANCE BUSINESS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 04/27/1985 ADDRESS: Infinity Financial Concepts, Inc., 125 Windsor Drive, #129, Oak Brook IL 60525 DESCRIPTION: Sell insurance products to clients who needs those services. 3.INFINITY FINANCIAL CONCEPTS, INC. POSITION: Financial Professional NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2025 ADDRESS: 125 Windsor Dr Unit 111, oak brook IL 60523, United States DESCRIPTION: Financial Professional = Branch DBA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-17
S63 Uniform Securities Agent State Law Examination 1988-04-01
  • S65 Uniform Investment Adviser Law Examination
    1997-12-17
  • S63 Uniform Securities Agent State Law Examination
    1988-04-01
Other Names
  • Joe A. Schoenhardt

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