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Current Employers
Strategic Investment Solutions, Inc.

9501 W 144Th Place, Orland Park, IL 60462-2562 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-06-14
  • IL RA
    APPROVED
    Since 2021-06-14

Branch Locations

9501 W 144Th Place, Orland Park, IL 60462-2562 • United States

4805 W. 97Th Street, Oak Lawn, IL 60453 • 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
Wisdom Tax Llc Oak Lawn IL 01/2021 Present
Strategic Investment Solutions, Inc. Orland Park IL 06/2021 Present
Desmond & Ahern Chicago IL 12/2008 01/2021
Other Businesses

Serve as Secretary for JCK Farms, Inc, a family owned farming business. JCK Farms is not an investment related business. Owner and Operator of farmland owned individually in Iowa.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-18
  • S65 Uniform Investment Adviser Law Examination
    2020-12-18

View on SEC IAPD

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