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1502 W Broadway Suite 301, Madison, WI 53713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-27 |
Branch Locations
Naperville, IL • United States
1502 W Broadway Suite 301, Madison, WI 53713 • United States
570 Village Center Drive, Ste 203, Burr Ridge, IL 60527 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-30 |
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 | 04/2025 | 02/2026 |
| Ask Investment Managers | Mumbai | 09/2024 | 03/2025 | |
| Hdfc Bank Ltd | Mumbai | 05/2022 | 09/2024 | |
| Idfc First Bank Ltd | Mumbai | 09/2020 | 05/2022 | |
| Axis Bank Ltd | Mumbai | 08/2016 | 09/2020 | |
| Madison Partners | Burr Ridge | IL | 02/2026 | Present |
Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-22 |
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