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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-01 |
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