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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| IL | RA | APPROVED | 2013-08-19 |
Branch Locations
8150 Mccormick Blvd Ste 124, Skokie, IL 60076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ner Israel Rabbinical College | Baltimore | MD | 09/2010 | Present |
| Orthodox Union | New York | NY | 08/2007 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2012 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2013 | Present |
| Mp Eruv Management Llc | Skokie | IL | 01/2019 | Present |
| Mesivta Shaarei Adirim | Skokie | IL | 04/2019 | Present |
1) BERTON I GOLDSTEIN WEALTH MANAGEMENT SERVICES, DBA NAME FOR INVESTMENT PRACTICE - INV RELATED; NORTHBROOK, IL; INVESTMENT SERVICES; ASSISTANT; SINCE 07/01/2013; 40 HRS/MONTH, 20 HRS/MONTH DURING SECURITIES TRADING HOURS: 2) BERTON I GOLDSTEIN CPA - NOT INV RELATED; NORTHBROOK, IL; CPA FIRM, TAX AND ACCOUNTING; ASSISTANT; SINCE 07/01/2013; 40 HRS/MONTH, 20 HRS/MONTH DURING SECURITIES TRADING HOURS: 3) AMAZON, NON-INVESTMENT RELATED, ONLINE SALES, START DATE 6/14/13, 3 HRS/WK, SALE OF ITEMS ONLINE: EBAY, NON-INVESTMENT-RELATED, ONLINE SALES, START DATE 6/14/13, 3 HRS/WK, SALE OF ITEMS ONLINE: 4) NATIONAL ERUV INITIATIVE; NOT INVESTMENT RELATED; 3501 ARCADIA STREET, EVANSTON, IL 60203; NON-PROFIT; START 2/2015; 5 HOURS/WEEK AFTER TRADING HOURS; BOARD MEMBER 5) NAME OF OTHER BUSINESS: MP ERUV MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: CONSTRUCTION; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: CONSTRUCTION OF FENCES AND OTHER ITEMS, PICKING UP SUPPLIES AND SOME INFRASTRUCTURE WORK; 6) NAME OF OTHER BUSINESS: KOLLEL TORAS CHESED, INVESTMENT RELATED: NO, ADDRESS: 3732 DEMPSTER ST SKOKIE IL 60076, NATURE OF BUSINESS: NON PROFIT ORGANIZATION, START DATE: 8/2016, APX NUMBER OF HOURS PER WEEK: 15, APX NUMBER OF TRADING HOURS PER WEEK: 15, POSITION/TITLE/RELATIONSHIP: OPERATIONS DIRECTOR, BRIEF DESCRIPTION OF DUTIES: MANAGE CASH FLOW, PAY BILLS, MANAGE STAFF, ASSIST DIRECTOR: 7) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERD LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 9/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: HEALTH, PROPERTY & CASUALTY INSURANCE; 8) NAME OF OTHER BUSINESS: MESIVTA SHAAREI ADIRIM INVESTMENT RELATED: NO; ADDRESS: 5130 W TOUHY AVE, SKOKIE, IL 60076; NATURE OF BUSINESS: NON-PROFIT SCHOOL; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: OPERATIONS MANAGER APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: RUN PAYROLL FOR THE HIGH SCHOOL EMPLOYEES & MAKE EMPLOYEE DEPOSITS INTO THEIR 403(B) ACCOUNT; 9) NAME OF OTHER BUSINESS: SCOTTSDALE KOSHER OASIS LLC; INVESTMENT RELATED: NO; ADDRESS: 6902 E THUNDERBIRD ST SCOTTSDALE AZ 85254; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 11/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: OWNER OF SHORT TERM RENTAL HOUSE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-12 |
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