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180 North Stetson Ave Ste 3500, Chicago, IL 60601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-29 |
Branch Locations
180 North Stetson Ave Ste 3500, Chicago, IL 60601 • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Chicago | IL | 06/2007 | 05/2018 |
| Insight Securities | Highland Park | IL | 05/2018 | 08/2018 |
| Iht Wealth Management | Chicago | IL | 05/2018 | 09/2021 |
| Arete Wealth Advisors Llc | Chicago | IL | 09/2021 | Present |
| Cura Wealth Advisors, Llc | Chicago | IL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-10 |
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