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3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-06 |
| TX | RA | APPROVED | 2024-05-06 |
Branch Locations
3400 Dundee Rd., Suite 350, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunset Partners Capital Management, Llc | Northbrook | IL | 06/2014 | 03/2019 |
| Asset Management Group Ltd | Northbrook | IL | 04/2016 | 03/2019 |
| Kovitz Securities, Llc | Chicago | IL | 06/2019 | 11/2020 |
| Kovitz Investment Group Partners, Llc | Chicago | IL | 03/2019 | 05/2024 |
| Foreside Financial Services, Llc | Chicago | IL | 01/2021 | 03/2021 |
| Stratos Wealth Advisors, Llc | Deerfield | IL | 05/2024 | Present |
1) Fixed insurance. - inv related. Agent. Sales and service of fixed insurance products. 2) Intersectling Wealth, LLC. investment Related. Registered Investment Advisor DBA. Managing Member. Start date 5/6/2024. 160 hours/month; 130 hours/month during securities trading hours. Wealth Management services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-31 |
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