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381 S. Main Street, Crystal Lake, IL 60014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-13 |
| IL | RA | APPROVED | 2023-02-16 |
| WI | RA | APPROVED | 2023-02-16 |
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 |
|---|---|---|---|---|
| Alight Solutions, Llc | Lincolnshire | IL | 10/2011 | 10/2022 |
| Triad Advisors | Crystal Lake | IL | 11/2022 | 08/2024 |
| American Community Wealth Management, Llc | Crystal Lake | IL | 11/2022 | Present |
| Alight Financial Advisors, Llc | Lincolnshire | IL | 07/2018 | 09/2022 |
| Osaic Wealth, Inc. | Huntley | IL | 08/2024 | Present |
American Community Wealth Management, LLC; Investment-Related; Crystal Lake, IL; Investment Advisor; Senior Vice President; 11/2022; 120 hrs/mo; 5 hrs/mo during securities trading hours; Duties are investment advisory & financial planning activities. AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC POSITION: Senior Vice President NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 10/03/2022 ADDRESS: 85 W Algonquin Rd, Arlington Heights IL 60005, United States DESCRIPTION: RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-28 |
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