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Melissa Anne Imbrogno

Rai Wealth

Naperville, IL

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Current Employers
Rai Wealth

1700 Park Street, Suite 106, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-04-05
  • IL RA
    APPROVED
    Since 2023-04-05

Branch Locations

1700 Park Street, Suite 106, Naperville, IL 60563 • 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
National Planning Corporation Naperville IL 03/2009 10/2017
Securities America, Inc. Naperville IL 10/2017 03/2023
Securities America Advisors Naperville IL 10/2017 03/2023
Private Client Services Naperville IL 03/2023 Present
Rai Wealth Naperville IL 03/2023 Present
  • 03/2009 → 10/2017
    National Planning Corporation
    Naperville, IL
  • 10/2017 → 03/2023
    Securities America, Inc.
    Naperville, IL
  • 10/2017 → 03/2023
    Securities America Advisors
    Naperville, IL
  • 03/2023 → Present
    Private Client Services
    Naperville, IL
  • 03/2023 → Present
    Naperville, IL
Previous Registrations
  • 2017-10-18 → 2023-03-07
    Securities America Advisors, Inc.
    Naperville, IL
    Naperville, IL
  • 2015-01-09 → 2017-10-26
    National Planning Corporation
    Naperville, IL
    Naperville, IL
Other Businesses

1) Brown Wealth Management LLC, dba RAI Wealth Management. Team Leader and relationship manager. 1700 Park Street, Suite 106, Naperville, IL 60563. RIA. 170 hrs/mo; 150 during trading hrs. 2) Bridge Communities. 500 Roosevelt Rd, Glen Ellyn, IL 60137. My husband and I have volunteered to mentor a homeless family through Bridge Communities. We will meet with our client weekly to help her with tasks such as budgeting. We have committed to working with the family for two years as they work to get back on their feet. During the two years the family will live in transitional housing owned by the organization. 6 hrs/mo; 0 during trading hrs. 3) Notary Public. 1700 Park Street, Suite 106, Naperville, IL 60563. Notarizing documents upon request for clients. 1 hr/mo; 1 during trading hrs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-10
  • S66 Uniform Combined State Law Examination
    2014-11-10
Designations
Other Names
  • Melissa Imbrogno
  • Melissa Anne Welgat

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