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Current Employers
Sage Private Wealth Group, Llc

18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-11-30
  • IL RA
    APPROVED
    Since 2023-11-30

Branch Locations

18W140 Butterfield Road Suite 1160, Oakbrook Terrace, IL 60181 • 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
Calamos Financial Services Llc Naperville IL 06/2005 11/2023
Calamos Wealth Management Llc Naperville IL 06/2005 11/2023
Sage Private Wealth Group, Llc Oakbrook Terrace IL 11/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-30
S63 Uniform Securities Agent State Law Examination 2005-07-22
  • S65 Uniform Investment Adviser Law Examination
    2011-11-30
  • S63 Uniform Securities Agent State Law Examination
    2005-07-22
Designations
Other Names
  • Christina Espinosa

View on SEC IAPD

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