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200 Applebee St Suite 208, Barrington, IL 60010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-03-20 |
Branch Locations
200 Applebee Street Suite 208, South Barrington, IL 60010 • United States
200 Applebee St Suite 208, Barrington, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Barrington | IL | 05/2010 | Present |
| Sequioa Wealth Management, Llc | Barrington | IL | 03/2015 | Present |
(1) 09/23/2011 - ONE RESOURCE GROUP - NON-VARIABLE INSURANCE - WILL BE WORKING WITH ONE RESOURCE GROUP TO PROVIDE LIFE INSURANCE, LTCI AND FIXED ANNUITIES. I WILL NOT BE AN EMPLOYEE OR HAVE A TITLE WITH THEIR FIRM. - 3% OF TIME SPENT - BARRIINGTON, IL (2) 03/23/2015 - SEQUOIA WEALTH MANAGEMENT -REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 40 HOURS PER MONTH - BARRIINGTON, IL (3) 02/12/2018 - Ironwood Family Wealth Advisors - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 02/01/2018 - 0 Hours Per Month/0 During Securities Trading. (4) 9/15/2021 - Ironwood Family Wealth Advisors, LLC - DBA: Ironwood Family Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2021 - 240 Hours Per Month/32 Hours During Securities Trading. (5) 1/24/2023 - Ironwood Health Care Wealth Advisors - Investment Related - At Reported Business Location(s) - Ironwood Health Care Wealth Advisors - Start Date - 01/16/2023 - 12 Hours Per Month/8 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-14 |
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