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Arlington Heights, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Financial | Bloomington | IL | 03/2015 | 11/2017 |
| Shankervalleau Wealth Advisors, Inc. | Skokie | IL | 11/2017 | 05/2020 |
| Sullivan Mermel, Inc | Chicago | IL | 05/2020 | 06/2021 |
| Sullivan Mermel, Inc | Chicago | IL | 06/2021 | 06/2023 |
| Maplewood Wealth Llc | Arlington Heights | IL | 09/2023 | Present |
the name of the other business; Addition Wealth (RetireSound) whether the business is investment-related; no the address of the other business; Virtual the nature of the other business; Employee Financial Wellness Service your position; Financial Professional title, or relationship with the other business; Financial Professional / Contract Employee the start date of your relationship; 11/21/24 the approximate number of hours/month you devote to the other business; 40 the number of hours you devote to the other business during securities trading hours; ~7 hours per week and briefly describe your duties relating to the other business; Guide employees of client companies on their financial wellness. the name of the other business; University of Illinois at Urbana-Champaign whether the business is investment-related; no the address of the other business; Virtual the nature of the other business; Public University - Financial Planning Department your position; Adjunct Professor title, or relationship with the other business; Adjunct Professor / Employee the start date of your relationship; 1/27/25 the approximate number of hours/month you devote to the other business; 5 the number of hours you devote to the other business during securities trading hours; ~1.5 hours per week and briefly describe your duties relating to the other business; Assist in the instruction of ACE 441 each Spring.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-19 |
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