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903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-10 |
| TX | RA | APPROVED | 2024-12-10 |
Branch Locations
903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chicago Oakbrook Financial Group | Oak Brook | IL | 11/2007 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 11/2007 | 12/2024 |
| Chicago Oakbrook Financial Group | Oak Brook | IL | 12/2024 | Present |
Owner & President, KPW Holdings, Inc.; a private entity established for tax purposes & RIA ownership; as of 8/22/2024; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-27 |
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