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Charles Melcher Sloan

Oak Family Advisors, LLC

Chicago, IL

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Current Employers
Oak Family Advisors, Llc

150 North Wacker Drive Suite 1760, Chicago, IL 60606-1607 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-04-08
  • IL RA
    APPROVED
    Since 2016-04-08

Branch Locations

150 North Wacker Drive Suite 1760, Chicago, IL 60606-1607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oak Family Advisors, Llc Chicago IL 04/2016 Present
Previous Registrations
  • 2006-05-25 → 2015-04-01
    Mid-Continent Capital Llc
    Chicago, IL
  • 2001-12-13 → 2006-05-23
    Bufka & Rodgers Llc
    Schaumburg, IL
Other Businesses

ADJUNCT INSTRUCTOR, UNIVERSITY OF CHICAGO, GRAHAM SCHOOL, TEACH FINANCE. ADVISORY BOARD MEMBER, RECOVERY GRADS LLC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-13
  • S63 Uniform Securities Agent State Law Examination
    2001-02-13
Designations

View on SEC IAPD

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GUGGENHEIM INVESTMENTS · CHICAGO, IL
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