Charles Ronald Lesser

36 E. Hinsdale Ave, Hinsdale, IL 60521 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-01-17
TX	RA	APPROVED	2021-01-17

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Balasa Dinverno Foltz Llc	Itasca	IL	08/2019	12/2020
Otis Elevator Company	Springfield	IL	05/2016	01/2017
Otis Elevator Company	Milwaukee	WI	05/2017	08/2017
Illinois State University	Normal	IL	08/2016	05/2018
Illinois State University Means Center For Entrepreneurial Studi	Normal	IL	01/2017	08/2018
Unemployed	Bloomington	IL	09/2018	01/2019
Efg Advisors	Schaumburg	IL	01/2019	07/2019
Performance Wealth Partners, Llc	Hinsdale	IL	01/2021	Present

08/2019 → 12/2020

Balasa Dinverno Foltz Llc

Itasca, IL
05/2016 → 01/2017

Otis Elevator Company

Springfield, IL
05/2017 → 08/2017

Otis Elevator Company

Milwaukee, WI
08/2016 → 05/2018

Illinois State University

Normal, IL
01/2017 → 08/2018

Illinois State University Means Center For Entrepreneurial Studi

Normal, IL
09/2018 → 01/2019

Unemployed

Bloomington, IL
01/2019 → 07/2019

Efg Advisors

Schaumburg, IL
01/2021 → Present

Performance Wealth Partners, Llc

Hinsdale, IL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-16

Other Firms