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Robert Lloyd Borchardt

Sage Private Wealth Group, LLC

Oakbrook Terrace, IL

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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 2016-06-06
  • IL RA
    APPROVED
    Since 2016-06-06

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
Raymond James Financial Services, Inc. Wheaton IL 01/1999 10/2020
Raymond James Financial Services Advisors, Inc Wheaton IL 01/2009 10/2020
Rlb Financial Services, Inc. Oak Brook IL 07/2015 12/2016
Sage Private Wealth Group, Llc Oakbrook Terrace IL 05/2016 Present
Previous Registrations
  • 2009-01-02 → 2020-10-05
    Raymond James Financial Services Advisors, Inc
    Oakbrook Terrace, IL
    Oak Brook, IL
    Oakbrook, IL
  • 1999-05-07 → 2009-01-02
    Raymond James Financial Services, Inc.
    Oak Brook, IL
    Oakbrook Terrace, IL
    Oakbrook Terrace, IL
    Oak Brook, IL
    Oak Brook, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-05
S63 Uniform Securities Agent State Law Examination 1990-11-06
  • S65 Uniform Investment Adviser Law Examination
    1998-01-05
  • S63 Uniform Securities Agent State Law Examination
    1990-11-06

View on SEC IAPD

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