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9501 W 144Th Place, Orland Park, IL 60462-2562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| OH | RA | APPROVED_RES | 2022-02-25 |
Branch Locations
9501 W 144Th Place, Orland Park, IL 60462-2562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-04 |
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