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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-01 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stancorp Equities, Inc. | Cincinnati | OH | 02/2007 | 01/2018 |
| Stancorp Investment Advisers, Inc. | Cincinnati | OH | 03/2007 | 01/2018 |
| Standard Retirement Services | Cincinnati | OH | 02/2007 | 01/2018 |
| Ameritas Investment Corp | Lincoln | NE | 01/2018 | 06/2021 |
| Pcs Retirement, Llc | Cincinnati | OH | 09/2021 | 01/2022 |
| Unemployed | Cincinnati | OH | 06/2021 | 09/2021 |
| Lpl Financial Llc | Phoenix | AZ | 02/2022 | 08/2024 |
| Global Retirement Partners, Llc | San Rafael | CA | 02/2022 | 10/2024 |
| Bcg 401(K) Advisors | Scottsdale | AZ | 07/2022 | Present |
| Alera Investment Advisors, Llc | Deerfield | IL | 08/2024 | 09/2024 |
| Lpl Financial Llc | Scottsdale | AZ | 09/2024 | 10/2024 |
| Osaic Wealth Inc | Scottsdale | AZ | 03/2025 | Present |
1. 11/1/2024 - ALERA GROUP- Outside/W-2 Employment- IL 60015- Non Inv Rel- 60 Hrs Per Mnth- 8 Hrs During Trading- Start Date 07/01/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-12 |
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