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1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2022-10-10 |
Branch Locations
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions, Llc | Omaha | NE | 09/2014 | 09/2022 |
| Brinker Capital Securities | Berwyn | PA | 11/2021 | 09/2022 |
| Liberty One Investment Management, Llc | Libertyville | IL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-16 |
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