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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-04-11 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St. Paul | MN | 09/2017 | 11/2017 |
| Discovery Group | Chicago | IL | 06/2014 | 08/2017 |
| Triad Advisors, Inc. | Norcross | GA | 11/2017 | 08/2024 |
| Alera Investment Advisors, Llc | Deerfield | IL | 11/2017 | Present |
| Osaic Wealth, Inc. | Deerfield | IL | 08/2024 | Present |
1) ALERA INVESTMENT ADVISORS, LLC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2017 ADDRESS: 3 Parkway N., Suite 500, Deerfield IL 60015 DESCRIPTION: IAR of RIA 2) DOORDASH DELIVERY DRIVER POSITION: Delivery Driver NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 506 Windover Circle, Buffalo Grove IL 60089 DESCRIPTION: deliver food 3) ALERA GROUP POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2017 ADDRESS: 3 Parkway N., Suite 500, Deerfield IL 60015 DESCRIPTION: I am a W-2 Employee of Alera Group. 4) UBER EATS POSITION: Delivery Driver NATURE: I will be an independent contractor for Uber Eats. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2025 ADDRESS: 1455 3rd Street, San Francisco CA 94158 DESCRIPTION: Food delivery services 5) FIXED INSURANCE POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2017 ADDRESS: 3 Parkway N., Suite 500, Deerfield IL 60015 DESCRIPTION: Fixed insurance 6) GRUBHUB POSITION: Food Deliverer NATURE: sole proprietorship (contractor) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2026 ADDRESS: 506 Windover Circle, Buffalo Grove IL 60089, United States DESCRIPTION: Food delivery
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-23 |
| S66 | Uniform Combined State Law Examination | 2017-12-19 |
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