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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeside Bank | Chicago | IL | 01/2015 | 10/2019 |
| Lpl | Woodstock | IL | 12/2019 | 09/2022 |
| Elevated Paving Inc. | Denver | CO | 12/2022 | Present |
| Osaic | Fort Lauderdale | FL | 11/2023 | Present |
1)01/2015 - Outside/W-2 Employment - Lakeside Bank - Risk Officer - 100% - INVESTMENT RELATED - CHICAGO, IL 2)12/2019 - DBA for LPL Business (entity for LPL business) - Fraser Wealth Management, Inc - 100% - INVESTMENT RELATED - WOODSTOCK, IL 60098 3) ONE FAMILY ILLINOIS POSITION: Member of Finance Committee NATURE: Not For Profit. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2011 ADDRESS: 216 W. Jackson Blvd, Unit 925, Chicago IL 60606, United States DESCRIPTION: Member of the Finance Committee to make recommendations to the Board of Directors on financial matters that the Not For Profit encounters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-15 |
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