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Kelli Darner Wang

Centric Wealth Management, LLC

Chicago, IL

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Current Employers
Centric Wealth Management, Llc

333 W. Wacker Drive 6Th Floor, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-03-23
  • IL RA
    APPROVED
    Since 2018-03-23

Branch Locations

333 W. Wacker Drive 6Th Floor, Chicago, IL 60606 • 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
Bank Of America,N.A. Chicago IL 06/2011 06/2018
Centric Wealth Management, Llc Chicago IL 06/2018 Present
Purshe Kaplan Sterling Investments, Inc Albany NY 07/2018 09/2021
  • 06/2011 → 06/2018
    Bank Of America,N.A.
    Chicago, IL
  • 06/2018 → Present
    Centric Wealth Management, Llc
    Chicago, IL
  • 07/2018 → 09/2021
    Purshe Kaplan Sterling Investments, Inc
    Albany, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-29
S63 Uniform Securities Agent State Law Examination 2005-03-21
  • S66 Uniform Combined State Law Examination
    2014-05-29
  • S63 Uniform Securities Agent State Law Examination
    2005-03-21
Other Names
  • Kelli Lynn Darner
  • Kelli L Wang

View on SEC IAPD

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GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
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