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423 Central Avenue, Northfield, IL 60093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2007-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bernardi Securities, Inc. | Northfield | IL | 06/2005 | Present |
BERNARDI ASSET MANAGEMENT, LLC. TITLE - PORTFOLIO MANAGER. THIS ENTITY IS AN INVESTMENT ADVISOR FIRM AND AFFILIATE OF BERNARDI SECURITIES, INC. THE ENTITY IS LOCATED AT 423 CENTRAL AVENUE, NORTHFIELD, IL 60093. START DATE WAS AUGUST 2007. TIME INVOLVED IS APPROXIMATELY 40+ HRS/WK. MAJORITY OF TIME SPENT IS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2007-08-10 |
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