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225 W Randolph St Suite 3050, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
225 W Randolph St Suite 3050, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fusion Investment Advisors, Llc | Tampa | FL | 04/2011 | 09/2017 |
| Precision Capital Management | Coppell | TX | 09/2015 | 03/2017 |
| Afferent Investments, Llc | Coppell | TX | 01/2016 | 03/2017 |
| Strategic Planning Group | Wellesley | MA | 09/2017 | 01/2020 |
| Taiber Kosmala & Associates,Llc | Chicago | IL | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-17 |
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