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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Retirement Partners, Llc | San Rafael | CA | 11/2023 | 06/2024 |
| Clarence Middle School | Clarence | NY | 01/2013 | 12/2022 |
| Strategic Retirement Partners | Shorewood | IL | 01/2023 | Present |
| Fidelity Investments | Covnington | KY | 06/2021 | 01/2023 |
| Walsh Duffield | Buffalo | NY | 12/2020 | 08/2021 |
| Brookfield Country Club | Clarence | NY | 06/2017 | 05/2021 |
| Walsh Duffield | Buffalo | NY | 06/2018 | 08/2018 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-03 |
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