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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-14 |
| IL | RA | APPROVED | 2024-05-03 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
3701 Algonquin Road Suite 1070, Rolling Meadows, IL 60008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bott & Associates, Ltd | Rolling Meadows | IL | 01/2007 | Present |
| Panache Financial, Ltd. | Rolling Meadows | IL | 04/2017 | 07/2017 |
| Abundance Financial Coaching, Llc | Rolling Meadows | IL | 07/2017 | 04/2024 |
| Integrity Advisory Solutions | Rolling Meadows | IL | 05/2024 | Present |
1. Bott & Associates, LTD; Not investment-related; 3701 Algonquin Road Suite 1070, Rolling Meadows, IL 60008; Estate Planning & Legal Services; President & Attorney; 01/16/2007; 200 hours per month; 160 hours during trading hours; Legal Services for Estate Planning, Probate, Trust Administration and Elder Law 2. Bott Wealth Management; Investment-related; 3701 Algonquin Road Suite 1070, Rolling Meadows, IL 60008; DBA for financial services and investment management; President; 04/22/2024; 70 hours per month; 70 hours during trading hours; Offer asset management services to clients 3. American Academy Wealth; Investment-related; 9444 Balboa Ave Suite 300, San Diego, CA 92123; DBA for Investment advisory services; IAR; 05/03/2024, 0 hours per month; 0 hours during trading hours; Investment advisor representative 4. Golan Christie Taglia; Not investment-related; 70 West Madison Street Suite 1500, Chicago, IL 60602; Legal services referral; Of Council; 08/07/2020; 2 hours per month; 2 hours during trading hours; Refer legal clients to Golan Christie Taglia for various areas of law, primarily estate litigation, guardianship, real estate tax contests and business transactions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-03 |
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