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Current Employers
Greenstone Belt Wealth Advisors, Llc

401 N Michigan Ave Suite 1200, Chicago, IL 60611 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-05-07
  • IL RA
    APPROVED
    Since 2025-05-07

Branch Locations

401 N Michigan Ave Suite 1200, Chicago, IL 60611 • 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
Telemus Capital, Llc Chicago IL 04/2016 09/2018
Orba Wealth Advisors Chicago IL 09/2018 04/2025
Greenstone Belt Wealth Advisors, Llc Chicago IL 03/2025 Present
Previous Registrations
  • 2018-11-01 → 2025-06-13
    Chicago, IL
    Lemont, IL
  • 2017-11-15 → 2018-08-03
    Telemus Capital, Llc
    Chicago, IL
  • 2017-06-28 → 2017-11-15
    Barrington Strategic Wealth Management Group Llc
    Chicago, IL
Other Businesses

NAME OF OBA: ENJOYUM RESTAURANT GROUP, INC.; ADDRESS OF OBA: CHICAGO, IL 60614; NATURE: RESTAURANT BUSINESS; INVESTMENT RELATED: NO; TITLE WITH OBA: PARTNER; DUTIES: PASSIVE INVESTOR IN THE BUSINESS; START DATE: 09/2012; APPROX. NUMBER OF HOURS/MONTH: UNDISCLOSED; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-28
  • S65 Uniform Investment Adviser Law Examination
    2017-06-28

View on SEC IAPD

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