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Current Employers
Chicago Investment Advisory Council, Inc.

1601 E. Main Street Suite 1C, St. Charles, IL 60174 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-19
IL RA APPROVED 2016-10-17
  • MI RA
    APPROVED
    Since 2025-01-19
  • IL RA
    APPROVED
    Since 2016-10-17

Branch Locations

1601 E. Main Street Suite 1C, St. Charles, IL 60174 • 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
Price Group Chicago IL 07/1994 Present
Perpetual Wealth Capital Management, Llc Chicago IL 10/2012 Present
Uhlmann Price Securitites Chicago IL 07/2013 Present
  • 07/1994 → Present
    Price Group
    Chicago, IL
  • 10/2012 → Present
    Perpetual Wealth Capital Management, Llc
    Chicago, IL
  • 07/2013 → Present
    Uhlmann Price Securitites
    Chicago, IL
Previous Registrations
  • 2013-02-01 → 2017-03-31
    Perpetual Wealth Capital Management, Llc
    Merrillville, IN
  • 2014-02-03 → 2016-10-19
    Skokie, IL
  • 2013-02-01 → 2013-12-31
    Perpetual Wealth Capital Management, Llc
    Chicago, IL
    Merrillville, IN
Other Businesses

Price Futures Group It is investment related 141 W. Jackson Blvd., Ste. 1340A, Chicago IL 60604 The nature of the other business - Hedging Your position? President Title? President Relationship with the other business? President The start date of your relationship? July 1993 The approximate number of hours/month you devote to the other business? 700 hours The number of hours you devote to the other business during securities trading hours? 700 hours Briefly describe your duties relating to the other business: Oversee all hedging activities BUSINESS NAMECHICAGO INVESTMENT ADVISORY COUNCIL, INC. BUSINESS ADDRESS1601 E MAIN ST. STE. 1C ST. CHARLES, IL 60174 INVESTMENT RELATED?NO NATURE OF THE BUSINESSRETIREMENT PLANNING, ESTATE PLANNING, LIFE INSURANCE, ANNUITIES TITLE INSURANCE SERVICES REP START 2/1/2015 HOURS / MONTH8 HOURS/ MONTH HOURS DURING TRADING HOURSZERO DESCRIPTION OF DUTIESREFER FRIENDS AND FAMILY TO VARIOUS LIFE INSURANCE PRODUCTS AVAILABLE TO THEM. PRICE FUTURES GROUP PRICE FUTURES GROUP NOT INVESTMENT RELATED RISK MANAGER SINCE JANUARY 2012 160 HOURS / MONTH 8 HOURS DURING TRADING MONITORING CLIENT TRADING AND POSITIONS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-12-17
S65 Uniform Investment Adviser Law Examination 2013-01-31
  • S63 Uniform Securities Agent State Law Examination
    2013-12-17
  • S65 Uniform Investment Adviser Law Examination
    2013-01-31
Other Names
  • Ronald Mark
  • Ronald K Mark

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