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1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-19 |
Branch Locations
1 N. Lasalle Street Suite 2225, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc | Austin | TX | 04/2016 | 03/2019 |
| Strategic Retirement Partners | Shorewood | IL | 01/2016 | 01/2024 |
| Lpl Financial, Llc | Chicago | IL | 04/2019 | 01/2024 |
| The Bensman Group | Bannocjburn | IL | 09/2011 | 11/2016 |
| Global Retirement Partners Llc | Chicago | IL | 04/2019 | 12/2023 |
| Fourstar Wealth Advisors, Llc | Chicago | IL | 01/2024 | Present |
01/1/2015 - Elite Wealth Partners, Inc - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA/Insurance - Owner/President - Start Date - 02/01/2022 - 10 Hours Per Month/10 Hours During Securities Trading - Elite Wealth Partners, Inc - CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-06 |
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