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9501 W 144Th Place, Orland Park, IL 60462-2562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-02-20 |
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 |
|---|---|---|---|---|
| Northern Illinois University | Dekalb | IL | 01/2013 | 12/2018 |
| Price Waterhouse Coopers | Chicago | IL | 12/2018 | 09/2020 |
| Strategic Investment Solutions, Inc. | Orland Park | IL | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-18 |
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