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Current Employers
Liberty One Investment Management

1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-10-17
  • UT RA
    APPROVED
    Since 2025-10-17

Branch Locations

Fremont, UT • United States

1509 N. Milwaukee Ave., Libertyville, IL 60048 • 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
Sagepoint Financial, Inc Phoenix AZ 01/2009 08/2022
Orion Portfolio Solutions Omaha NE 08/2022 05/2025
Brinker Capital Berwyn PA 08/2022 05/2025
Liberty One Investment Management Libertyville IL 09/2025 Present
N/A Fremont UT 06/2025 08/2025
  • 01/2009 → 08/2022
    Sagepoint Financial, Inc
    Phoenix, AZ
  • 08/2022 → 05/2025
    Orion Portfolio Solutions
    Omaha, NE
  • 08/2022 → 05/2025
    Brinker Capital
    Berwyn, PA
  • 09/2025 → Present
    Libertyville, IL
  • 06/2025 → 08/2025
    N/A
    Fremont, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-15
  • S66 Uniform Combined State Law Examination
    2005-04-15

View on SEC IAPD

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