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Sam Bakou

Sora Wealth, LLC

Lincolnwood, IL

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Current Employers
Sora Wealth, Llc

7358 N Lincoln Ave Unit 170, Lincolnwood, IL 60712 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-05-07
  • IL RA
    APPROVED
    Since 2021-05-07

Branch Locations

7358 N Lincoln Ave Unit 170, Lincolnwood, IL 60712 • 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
Vantage Financial Partners Limited Arlington Heights IL 07/2002 12/2020
Sora Wealth, Llc Lincolnwood IL 02/2021 Present
  • 07/2002 → 12/2020
    Vantage Financial Partners Limited
    Arlington Heights, IL
  • 02/2021 → Present
    Sora Wealth, Llc
    Lincolnwood, IL
Previous Registrations
  • 2005-03-02 → 2020-12-17
    Vantage Financial Partners Limited
    Arlington Heights, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-11
S63 Uniform Securities Agent State Law Examination 1998-09-11
  • S65 Uniform Investment Adviser Law Examination
    1999-11-11
  • S63 Uniform Securities Agent State Law Examination
    1998-09-11
Designations
Other Names
  • Sameer Bakou

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · LINCOLNWOOD, IL
FIFTH THIRD SECURITIES, INC. · LINCOLNWOOD, IL
THE NESTEGG GROUP, INC. · LINCOLNWOOD, IL
THE NESTEGG GROUP, INC. · LINCOLNWOOD, IL
ADVISORY SERVICES NETWORK · Chicago, IL
J.P. MORGAN SECURITIES LLC · CHICAGO, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · CHICAGO, IL
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