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1811 Hicks Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arellano Ltda. | La Paz | 10/2015 | 01/2017 | |
| Alex Arellano Consulting (Self-Employed) | La Paz | 10/2016 | 06/2017 | |
| Alex Arellano Consulting (Self-Employed) | Austin | TX | 07/2017 | 09/2017 |
| Berlin Volkshochschule & Speakeasy Berlin Gmbh | Berlin | 09/2017 | 01/2018 | |
| Crosslend Gmbh | Berlin | 02/2018 | 05/2018 | |
| Unemployed | Berlin | 06/2018 | 06/2018 | |
| Acatus Gmbh | Berlin | 07/2018 | 11/2018 | |
| Alex Arellano Consulting (Self-Employed) | Berlin | 12/2018 | 04/2019 | |
| Unemployed | Austin | TX | 07/2019 | 09/2019 |
| Guideline, Inc. | Austin | TX | 10/2019 | 05/2020 |
| Unemployed | Austin | TX | 06/2020 | 07/2020 |
| University Of Texas At Austin (Data Analytics Bootcamp) | Austin | TX | 07/2020 | 01/2021 |
| Unemployed | Austin | TX | 02/2021 | 02/2021 |
| Pioneer Works Inc. | Austin | TX | 03/2021 | 05/2021 |
| Gohealth Inc | Austin | TX | 05/2021 | 11/2021 |
| Lendflow, Inc. | Austin | TX | 12/2020 | 12/2020 |
| Lyft/Uber | Austin | TX | 05/2019 | 06/2019 |
| Sagepoint Financial, Inc. | Austin | TX | 02/2022 | 10/2022 |
| Commonwealth Financial Network | San Diego | CA | 10/2022 | 12/2023 |
| I Financial | San Antonio | TX | 10/2022 | 12/2023 |
| Lakeshore Capital Group, Inc. | Rolling Meadows | IL | 10/2025 | Present |
| Lakeshore Tax Consulting Group, Inc. | Rolling Meadows | IL | 10/2025 | Present |
| Clean Slate Bookkeeping And Tax | Austin | TX | 01/2024 | 10/2025 |
~1.) Lakeshore Tax Consulting Group, Inc.; Investment-related; Rolling Meadows, IL; Nature of business: Tax Consulting; Position: Director of Tax and Financial Planning; Start date: 10/2025; Approximately 40 hours/month devoted to this activity with 40 hours/month devoted during securities trading hours. Duties: responsible for handling the firm's tax preparation tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2006-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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