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Ivan Havrylyan

Outside The Box Financial Planning, LLC

Wheeling, IL

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Current Employers
Outside The Box Financial Planning, Llc

Wheeling, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-01-02
  • IL RA
    APPROVED
    Since 2018-01-02

Branch Locations

Wheeling, 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
Personal Financial Strategies, Inc Park Ridge IL 06/2013 08/2017
Securities America Inc Park Ridge IL 06/2014 Present
Securities America Advisors Park Ridge IL 06/2014 Present
Outside The Box Financial Planning, Llc Chicago IL 09/2017 Present
  • 06/2013 → 08/2017
    Personal Financial Strategies, Inc
    Park Ridge, IL
  • 06/2014 → Present
    Securities America Inc
    Park Ridge, IL
  • 06/2014 → Present
    Securities America Advisors
    Park Ridge, IL
  • 09/2017 → Present
    Outside The Box Financial Planning, Llc
    Chicago, IL
Previous Registrations
  • 2014-06-30 → 2017-11-10
    Securities America Advisors, Inc.
    Park Ridge, IL
  • 2013-07-09 → 2014-07-01
    Spc
    Park Ridge, IL
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-14
  • S66 Uniform Combined State Law Examination
    2013-06-14

View on SEC IAPD

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