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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
125 Windsor Dr Ste 111, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John C. Shankland | Chicago | IL | 01/1987 | Present |
| Securities America, Inc. | Oak Brook | IL | 09/1991 | 06/2024 |
| Securities America Advisors, Inc. | Oak Brook | IL | 03/2008 | 06/2024 |
| Infinity Financial Concepts | Chicago | IL | 01/2008 | Present |
| Osaic Wealth, Inc. | Chicago | IL | 06/2024 | Present |
1. INFINITY FINANCIAL CONCEPTS POSITION: Mortgage Consultant NATURE: I help clients understand residential mortgages. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1992 ADDRESS: 125 Windsor Drive, Suite 129, Oak Brook IL 60523, United States DESCRIPTION: I help clients understand residential mortgages. 2. INFINITY FINANCIAL CONCEPTS POSITION: Agent NATURE: Infinity Financial Concepts 125 Windsor Drive, Suite 129, Oak Brook, IL 60523 My Outside Business Activity (OBA) with Infinity Financial Concepts includes fixed and index annuities and life insurance offerings. I've offered clients these products since 1991 when I joined Securities America. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 09/01/1991 ADDRESS: 125 Windsor Drive, Suite 129, Oak Brook IL 60523, United States DESCRIPTION: I help clients determine possible annuity and life insurance needs. 3. INFINITY FINANCIAL CONCEPTS POSITION: Agent NATURE: Infinity Financial Concepts125 Windsor Drive, Suite 111, Oak Brook, IL 60523 My Outside Business Activity (OBA) with Infinity Financial Concepts includes life insurance, fixed annuities, and index annuities. I've offered clients these products since 1991 when I joined Securities America. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 09/01/1991 ADDRESS: 125 Windsor Drive, Suite 111, Oak Brook IL 60523, United States DESCRIPTION: I help clients determine their potential need for life insurance and fixed/index annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-21 |
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