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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-11-03 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 11/1994 | 11/2017 |
| Securian Financial Services, Inc. | St. Paul | MN | 12/1994 | 11/2017 |
| Gcg Financial, Inc. | Deerfield | IL | 01/2015 | Present |
| Triad Advisors Inc. | Norcross | GA | 11/2017 | 08/2024 |
| Alera Investment Advisors, Llc | Deerfield | IL | 11/2017 | Present |
| Osaic Wealth, Inc. | Deerfield | IL | 08/2024 | Present |
1) GCG Financial, Inc.;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;fixed business;broker,dba;11/1994;varies;varies;provide fixed business products to clients-LTC,property casualty ins,disability insurance,group benefits,dba 2) Wilson House Publishing: Okay, So I Got Fat;not investment related;author/owner;11/2012;1-3 hrs/month;0 hrs during trading;author 3)Alera Group; investment related; Three Parkway North, Suite 500, Deerfield,IL 60015; corporation and parent company for the Alera affiliates; registered rep;11/1/2017;160 hrs/month;6.5 hrs during trading; financial professional for Alera Group, which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services 4)FIXED INSURANCE POSITION: Senior Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2017 ADDRESS: Three parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: Fixed Insurance 5)ALERA INVESTMENT ADVISORS, LLC POSITION: Senior Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2017 ADDRESS: Three parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: IAR of RIA 6) VERY SMART IDEAS, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2019 ADDRESS: 1135 S. Wilson Drive, Suite 500, Lake Forest IL 60045, United States DESCRIPTION: Very Smart Ideas, LLC is a website (www.verysmartideas.com). where I sell my own inventions and other household gadgets as an Amazon Affiliate. This activity was disclosed and approved on January 27th of 2022. Separately, I act in commercials, TV and do sponsored commercials on social media. I do this on weekends and evenings for fun. I wanted to update my oba to include acting in commercials and producing sponsor paid advertising on social media.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-24 |
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