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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-12-18 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Gresham, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Scottsdale | AZ | 08/2011 | 12/2018 |
| Independent Financial Partners | Scottsdale | AZ | 08/2011 | 12/2018 |
| Resources Investment Advisors | Overland Park | KS | 12/2018 | 09/2024 |
| Triad Advisors | Norcross | GA | 01/2019 | 08/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 08/2024 | 12/2024 |
| Alera Investment Advisors, Inc | Deerfield | IL | 12/2024 | Present |
1)Breakers LLC;not investment related;2036 SW Willow Pkwy,Gresham,OR 97080;owns the property for the coffee shop;president;6/15/2016;5 hrs/month;0 hrs during trading;manage the property 2)HaugenCorp dba ColdStone Creamery;not investment related;2036 SW Willow Pkwy,Gresham,Or 97080;ice cream shop;president;3/17/2010;16 hrs/month;0 hrs during trading;manage shop 3)Riptide Coffee Company dba the Human Bean;not investment related;2036 SW Willow Pkwy,Gresham,OR 97080;coffee shop;president;6/15/2016;16 hrs/month;0 hrs during trading;manage shop
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-03 |
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