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10231 S. Western Avenue Suite 1A, Chicago, IL 60643 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-16 |
| TX | RA | APPROVED_RES | 2019-04-04 |
| IL | RA | APPROVED | 2017-01-04 |
Branch Locations
10231 S. Western Avenue Suite 1A, Chicago, IL 60643 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities Service Network | Burr Ridge | IL | 09/2012 | 12/2016 |
| Ssn Advisory, Inc | Burr Ridge | IL | 02/2014 | 12/2016 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 01/2017 | Present |
| Herr Capital Management Llc | Chicago | IL | 01/2017 | Present |
1)Herr Capital Management, LLC. 10231 South Western Ave, Suite 1, Chicago, IL 60643 Melissa is an investment advisory representative for Herr Capital Management, LLC. Herr Capital Management, LLC is a registered investment advisor providing fee based asset management, investment advisory and financial planning services. Approximately 75% to 80% of her time is spent on investment advisory business. She is available during office and market hours for any request related to broker-dealer and/or other business activities. 2)Melissa N. Osika - Insurance Agent. Melissa is a licensed insurance agent located at 10231 South Western Ave, Suite 1, Chicago, IL 60643 . She offers life, health, disability, long term care and fixed annuities. Non-investment related. Approximately 10-20% of her time is spent on insurance related activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-13 |
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