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Kelly Lavieri Palmer

The Wealthy Parent

Chicago, IL

Nectarine

San Diego, CA

Chicago, IL

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Current Employers
The Wealthy Parent

448 N La Salle Dr Office 10-104, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-03
CA RA APPROVED 2024-02-12
IL RA APPROVED 2023-08-08
  • TX RA
    APPROVED_RES
    Since 2025-01-03
  • CA RA
    APPROVED
    Since 2024-02-12
  • IL RA
    APPROVED
    Since 2023-08-08

Branch Locations

448 N La Salle Dr Office 10-104, Chicago, IL 60654 • United States

Nectarine

1650 Garnet Avenue #1090, San Diego, CA 92109 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-04-09
TX RA APPROVED 2024-04-09
  • IL RA
    APPROVED
    Since 2024-04-09
  • TX RA
    APPROVED
    Since 2024-04-09

Branch Locations

1650 Garnet Avenue #1090, San Diego, CA 92109 • United States

Chicago, IL • 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
The Wealthy Parent Llc Chicago IL 03/2023 Present
Adviser Checkup Llc Chicago IL 01/2022 05/2023
N/A Chicago IL 08/2021 12/2021
Zuckerman Investment Group Chicago IL 06/2019 07/2021
Zuckerman Investment Group Chicago IL 04/2016 06/2019
Nectarine Chicago IL 04/2024 Present
  • 03/2023 → Present
    The Wealthy Parent Llc
    Chicago, IL
  • 01/2022 → 05/2023
    Adviser Checkup Llc
    Chicago, IL
  • 08/2021 → 12/2021
    N/A
    Chicago, IL
  • 06/2019 → 07/2021
    Zuckerman Investment Group
    Chicago, IL
  • 04/2016 → 06/2019
    Zuckerman Investment Group
    Chicago, IL
  • 04/2024 → Present
    Nectarine
    Chicago, IL
Designations
Other Names
  • Kelly Elizabeth Lavieri

View on SEC IAPD

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GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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