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1700 Park Street, Suite 106, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-19 |
Branch Locations
1700 Park Street, Suite 106, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tc Wealth Partners | Downers Grove | IL | 07/2016 | 06/2021 |
| Trust Company Of Illinois | Downers Grove | IL | 07/2016 | 06/2021 |
| Securities America Advisors | Naperville | IL | 06/2021 | 03/2023 |
| Rai Wealth | Naperville | IL | 03/2023 | Present |
| Private Client Services, Llc | Louisville | KY | 03/2023 | Present |
Private Client Services Broker Dealer Registered Representative Since 03/2023 Investment Related RAI Wealth Position: Relationship Manager - Financial Advisor - Nature: SAA Advisory - Financial Advisor - Investment Related: Yes - Hours: 160 - Securities Trading Hours: 160 - Start Date: 06/14/2021 Address: 1700 Park St., Ste 106, Naperville IL 60563, United States
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-16 |
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