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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
| IL | RA | APPROVED | 2024-06-28 |
Branch Locations
Des Plaines, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cullen Financial Group, Inc. | Shorewood | IL | 07/2013 | Present |
| Strategic Retirement Parnters | Shorewood | IL | 01/2016 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 04/2019 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
Business Name: Strategic Retirement Partners Investment Related: Yes Address: 25434 Prairiewood Lane Shorewood IL 60404 Nature of Business: DBA. Investment Advisory services through WELLth Advisory Services, LLC. Position, Title or Relationship: Director of Investments Start Date: 9/1/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Provide Fiduciary Investment Reviews, work with participants and committees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-27 |
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