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1700 Park Street, Suite 106, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-05 |
Branch Locations
1700 Park Street, Suite 106, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rai Wealth | Naperville | IL | 04/2014 | 03/2023 |
| National Planning Corporation | Naperville | IL | 02/2016 | 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 |
1) RAI Wealth. 1700 Park St, Ste 106, Naperville, IL 60563. RIA. 160 hrs/mo; 140 during trading hrs. 2) Life Insurance Agent. 1700 Park St, Ste 106, Naperville, IL 60563. Based on going through the financial planning process life insurance may be recommended and sold. Research life insurance products and sell to individuals who need it based on their financial plan. 5 hrs/mo; 5 during trading hrs. 3) Wheaton Academy Alumni Board. 900 Prince Crossing Rd, West Chicago, IL 60185. This is a non-profit private high school. I am involved on the alumni board that requires two board meetings a year as well as advocating in the community for participating in homecoming events. 2 hrs/mo; 0 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-01 |
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