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Current Employers
True Link Financial Advisors

505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-02-17
IL RA APPROVED 2023-02-17
  • CA RA
    APPROVED
    Since 2023-02-17
  • IL RA
    APPROVED
    Since 2023-02-17

Branch Locations

Chicago, IL • United States

505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • 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
Mainstreet Investment Advisors Llc Chicago IL 04/2020 03/2022
Ellwood Associates Chicago IL 06/2016 04/2020
Aj Wealth New York NY 04/2022 09/2022
Unemployed Chicago IL 09/2022 12/2022
True Link Financial San Francisco CA 12/2022 Present
  • 04/2020 → 03/2022
    Mainstreet Investment Advisors Llc
    Chicago, IL
  • 06/2016 → 04/2020
    Ellwood Associates
    Chicago, IL
  • 04/2022 → 09/2022
    Aj Wealth
    New York, NY
  • 09/2022 → 12/2022
    Unemployed
    Chicago, IL
  • 12/2022 → Present
    True Link Financial
    San Francisco, CA
Previous Registrations
  • 2022-04-12 → 2022-09-08
    Aj Wealth
    New York, NY
    Chicago, IL
  • 2020-12-21 → 2022-03-30
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-21
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21

View on SEC IAPD

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