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1385 Warren Ave. Suite A, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-11-05 |
| IL | RA | APPROVED | 2014-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gritis & Associates | Downers Grove | IL | 01/2003 | Present |
| Lpl Financial Llc | Downers Grove | IL | 09/2009 | Present |
| Bentley Financial Group, Inc. | Downers Grove | IL | 11/2014 | Present |
1. 09/30/2009 - BENTLEY FINANCIAL GROUP, INC. - NON-VARIABLE INSURANCE DBA - WEALTH MANAGER ASSISTANT. PROVIDE INSURANCE AND INVESTMENT PRODUCTS TO CLIENTS. - 10% OF TIME SPENT - DOWNERS GROVE, IL 2. 11/04/2009 - GRITIS & ASSOCIATES, Inc. - TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPERATION - 80% OF TIME SPENT 3. 09/22/2010 - GRITIS & ASSOCIATES, Inc. - TAX PREP / ACCOUNTING / BOOKKEEPING - TAX PREPERATION AND ADVICE - 90% OF TIME SPENT 4. 09/28/2010 - BENTLEY FINANCIAL GROUP, INC. - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 5. 03/11/2015 - BENTLEY FINANCIAL GROUP - INV REL - 1385 WARREN AVENUE, SUITE A, DOWNERS GROVE, IL 60515. - START 02/05/2015 - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 60 HOURS PER MONTH - DOWNERS GROVE, IL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-30 |
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