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570 Village Center Drive, Ste 203, Burr Ridge, IL 60527 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-01-17 |
Branch Locations
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unique Wealth Strategies | Burr Ridge | IL | 02/2022 | 12/2022 |
| Plan Pilot | Chicago | IL | 07/2021 | 01/2022 |
| Tmac Student Managed Portfolio - Northern Illinois University | Dekalb | IL | 01/2020 | 01/2021 |
| Unique Wealth Strategies | Burr Ridge | IL | 07/2018 | 05/2019 |
| Northern Illinois University | Dekalb | IL | 01/2019 | 05/2021 |
| University Of Vermont | Burlington | VT | 07/2014 | 05/2018 |
| Lpl Financial Llc | Burr Ridge | IL | 02/2022 | 12/2022 |
| Private Advisor Group, Llc | Morristown | NJ | 09/2022 | 12/2022 |
| Unique Wealth Strategies, Llc | Burr Ridge | IL | 11/2022 | Present |
| Kingswood Capital Partners | Burr Ridge | IL | 12/2024 | Present |
1) OBA Unique Wealth Strategies,Is Not Investment Related,"570 Village Center Dr. Ste 203, , Burr Ridge, IL, 60527, United States",Financial Services,Wealth Advisor,2/1/2022,0 hours per month,0 hours per month during trading hours,Commission Compensation,N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-29 |
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