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Chad Thomas Whiteley

Sierra Summit Advisors LLC

Incline Village, NV

Chicago, IL

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Current Employers
Sierra Summit Advisors Llc

Incline Village, NV • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-03-05
  • IL RA
    APPROVED
    Since 2024-03-05

Branch Locations

Incline Village, NV • United States

4311 N Ravenswood Ave #100, Chicago, IL 60613 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Premier Asset Management Llc Chicago IL 10/2013 03/2022
Innovis Asset Management Llc Chicago IL 03/2022 03/2024
Sierra Summit Advisors Llc Chicago IL 10/2023 Present
  • 10/2013 → 03/2022
    Premier Asset Management Llc
    Chicago, IL
  • 03/2022 → 03/2024
    Innovis Asset Management Llc
    Chicago, IL
  • 10/2023 → Present
    Sierra Summit Advisors Llc
    Chicago, IL
Previous Registrations
  • 2022-05-11 → 2024-07-09
    Innovis Asset Management Llc
    Chicago, IL
Designations

View on SEC IAPD

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