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745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-07-18 |
| TX | RA | APPROVED_RES | 2024-07-10 |
| IL | RA | APPROVED | 2004-04-30 |
Branch Locations
745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 4 Wealth Advisors, Inc | Burr Ridge | IL | 12/2012 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2013 | Present |
1) 4WEALTH ADVISORS, INC. Investment Related. 745 McClintock Drive, Suite 150, Burr Ridge IL 60527. IAR. RIA. Start 12/2012. 160 hours per month, 130 during trading. Discover client needs and make investment choices. 2) 4Wealth Insurance Group. Not Investment Related. 745 McClintock Drive, Suite 150, Burr Ridge IL 60527. Agent. Insurance. Start 12/2012. 10 hours per month, none during trading. Evaluating the life insurance needs and submitting applications.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-26 |
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