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1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-10-29 |
Branch Locations
Crescent Springs, KY • United States
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions, Llc | Hebron | KY | 01/2015 | 09/2022 |
| Brinker Capital Securities | Berwyn | PA | 11/2021 | 09/2022 |
| Liberty One Investment Management, Llc | Libertyville | IL | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-03 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-30 |
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