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Inactive

Joshi Koneru

Watershed Private Wealth

Oak Brook, IL

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Current Employers
Watershed Private Wealth

1415 West. 22Nd Street Suite 550, Oak Brook, IL 60523 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-03
IL RA APPROVED 2022-08-01
  • TX RA
    APPROVED
    Since 2024-04-03
  • IL RA
    APPROVED
    Since 2022-08-01

Branch Locations

1415 West. 22Nd Street Suite 550, Oak Brook, IL 60523 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ef Legacy Securities, Llc Henrico VA 08/2016 09/2016
Edelman Financial Securities, Llc Fairfax VA 08/2016 09/2016
Creative Planning Overland Park KS 03/2007 07/2022
Watershed Private Wealth Llc Oak Brook IL 07/2022 Present
  • 08/2016 → 09/2016
    Ef Legacy Securities, Llc
    Henrico, VA
  • 08/2016 → 09/2016
    Edelman Financial Securities, Llc
    Fairfax, VA
  • 03/2007 → 07/2022
    Creative Planning
    Overland Park, KS
  • 07/2022 → Present
    Watershed Private Wealth Llc
    Oak Brook, IL
Previous Registrations
  • 2016-09-26 → 2022-07-20
    Creative Planning
    Chicago, IL
    Overland Park, KS
    Oak Park, IL
  • 2016-08-08 → 2016-09-30
    Edelman Financial Services, Llc
    Glenview, IL
    Fairfax, VA
  • 2008-01-24 → 2016-08-05
    Strategic Advisers Llc
    Oakbrook, IL
    Blue Ash, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-13
S63 Uniform Securities Agent State Law Examination 2007-07-16
  • S66 Uniform Combined State Law Examination
    2008-05-13
  • S63 Uniform Securities Agent State Law Examination
    2007-07-16
Designations

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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