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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-18 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Portage, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lighthouse Group | Grand Rapids | MI | 07/2013 | 02/2023 |
| Alera Group | Grand Rapids | MI | 02/2023 | Present |
| Triad Advisors | Atlanta | GA | 04/2024 | 08/2024 |
| Osaic Wealth, Inc. | Deerfield | IL | 08/2024 | Present |
| Alera Investment Advisors, Llc | Deerfield | IL | 12/2024 | Present |
1)Alera Group; investment related; Three Parkway North,Deerfield,IL 60015; corporation and parent company/employer;producer;160 hrs/month;130 hrs during trading;producer 2. ALERA INVESTMENT ADVISORS, LLC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2023 ADDRESS: Three Parkway North, Ste 500, Deerfield IL 60015, United States DESCRIPTION: IAR of RIA 3. ALERA GROUP POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2023 ADDRESS: Three Parkway North, Ste 500, Deefield IL 60015, United States DESCRIPTION: I am a W-2 Employee of Alera Group. 4. FIXED INSURANCE POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2023 ADDRESS: Three Parkway North, Ste 500, Deerfield IL 60015, United States DESCRIPTION: Fixed Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-14 |
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