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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-09-12 |
Branch Locations
2993 Corinthia Dr, Rochester, MI 48309 • United States
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 |
|---|---|---|---|---|
| Alera Investment Advisors, Inc | Deerfield | IL | 09/2024 | Present |
| Rick Young Insurance Services | Rochester Hills | MI | 01/2014 | Present |
Rick Young Insurance Services; investment related; 2993 Corinthia DR Rochester MI 48328; Insurance agent/producer; 01/2014; hours vary; provide insurance services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-17 |
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