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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-07-01 |
| IN | RA | APPROVED | 2024-06-28 |
| OH | RA | APPROVED | 2024-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| White Oak Advisors | Indianapolis | IN | 10/2014 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 04/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
Business Name: White Oak Advisors Investment Related: Yes Address: 8888 Keystone Crossing STE 640 Indianapolis IN 46240 Nature of Business: Consulting Position, Title or Relationship: Investment Analyst, employee Start Date: 10/1/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 81% - 90% (113 - 126 hours) Duties: oversee the investment due diligence process - evaluate fund strategies and overall plan lineup design
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-09 |
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