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Current Employers
Strategic Investment Solutions, Inc.

9501 W 144Th Place, Orland Park, IL 60462-2562 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
IL RA APP_PEND_IARCE 2026-01-01
OH RA APPROVED_RES 2022-02-25
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • IL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • OH RA
    APPROVED_RES
    Since 2022-02-25

Branch Locations

9501 W 144Th Place, Orland Park, IL 60462-2562 • 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
Strategic Investment Solutions Inc. Orland Park IL 10/2012 Present
Lpl Financial, Llc Orland Park IL 04/2014 12/2017
Purshe Kaplan Sterling Investments Albany NY 01/2018 Present
  • 10/2012 → Present
    Orland Park, IL
  • 04/2014 → 12/2017
    Lpl Financial, Llc
    Orland Park, IL
  • 01/2018 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Other Businesses

1. Strategic Investment Solutions, Inc.-Investment related-9501 W. 144th Place, Orlando Park, IL 60462-RIA-VP-Owner-9/2012-Present-160 hrs/mth-140 during trading hrs-Operations-Management-IAR

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-04
  • S65 Uniform Investment Adviser Law Examination
    2015-03-04

View on SEC IAPD

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