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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-21 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsa Sports Camp | Highwood | IL | 06/2018 | 08/2021 |
| Rosebud | Deerfield | IL | 05/2017 | 09/2017 |
| Northmoor Country Club | Highland Park | IL | 06/2022 | 09/2023 |
| Ryan Specialty | Chicago | IL | 05/2024 | 10/2024 |
| Deerfield Highschool | Deerfield | IL | 01/2015 | 06/2020 |
| University Of Illinois Urbana Champaign | Champaign | IL | 09/2020 | 05/2024 |
| Alera Group | Deerfield | IL | 12/2024 | Present |
| Osaic Wealth | Scottsdale | AZ | 01/2025 | Present |
1. ALERA GROUP POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/16/2024 ADDRESS: Three Parkway North, STE 500, Deerfield IL 60015, United States DESCRIPTION: I am a W-2 Employee of Alera Group. 2. ALERA INVESTMENT ADVISORS, LLC POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 180 START DATE: 12/16/2024 ADDRESS: Three Parkway North, STE 500, Deerfield IL 60015, United States DESCRIPTION: Assistant to the team of advisers, help with entering service requests and filling out documents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-02 |
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