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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-02 |
| CA | RA | APPROVED | 2026-04-02 |
Branch Locations
1880 E River Road Suite 200, Tucson, AZ 85718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | Tucson | AZ | 10/2021 | 04/2026 |
| Intermountain Centers For Human Development | Tucson | AZ | 03/2020 | 10/2021 |
| Walker Tracker | Portland | OR | 04/2017 | 02/2020 |
| Engage Solutions, Llc | Tucson | AZ | 08/2016 | 02/2020 |
| Global Retirement Partners, Llc | San Rafael | CA | 03/2025 | 04/2026 |
| Wellth Advisory Services, Llc | Shorewood | IL | 04/2026 | Present |
| Strategic Retirement Partners | Shorewood | IL | 04/2026 | Present |
Just Throw Strikes-Owner-Coach. 0 hours during trading hours. A personal fitness program for clients. Chris receives compensation for this based off of the individual engagement; Strategic Retirement Partners - DBA of WELLth Advisory Services; Investment Advisory services; EnGaged Solutions LLC - business entity for tax, business and investment purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-15 |
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