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Inactive

Richard Westwood Lombard

Wellth Advisory Services, LLC

Lombard, IL

Shorewood, IL

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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-28
  • IL RA
    APPROVED
    Since 2024-06-28

Branch Locations

Lombard, IL • United States

Shorewood, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Naperville IL 03/2013 05/2019
Unemployed Lombard IL 06/2019 08/2019
Robbins Research International Lombard IL 09/2019 11/2020
Goldstone Financial Group, Llc Oakbrook Terrace IL 12/2020 10/2023
Global Retirement Partners, Llc San Rafael CA 10/2023 06/2024
Wellth Advisory Services, Llc Shorewood IL 06/2024 Present
Previous Registrations
Other Businesses

LICENSED INSURANCE AGENT OFFERING LIFE AND FIXED ANNUITY SALES

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-09
  • S66 Uniform Combined State Law Examination
    2012-03-09

View on SEC IAPD

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