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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-18 |
Branch Locations
1901 Butterfield Road Suite 200, Downers Grove, IL 60515 • 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 |
|---|---|---|---|---|
| Triad Advisors | Norcross | GA | 09/2023 | 08/2024 |
| Student | Lemont | IL | 11/2013 | 02/2018 |
| Cog Hill Golf Club | Lemont | IL | 03/2018 | 08/2019 |
| Student | Bloomington | IN | 09/2019 | 05/2023 |
| Ruth Lake Country Club | Hinsdale | IL | 05/2020 | 08/2021 |
| Bloomington Country Club | Bloomington | IN | 02/2022 | 05/2023 |
| Charles Schwab | Chicago | IL | 05/2022 | 08/2022 |
| Unemployed | Lemont | IL | 06/2023 | 09/2023 |
| Alera Group | Downers Grove | IL | 09/2023 | Present |
| Osaic Wealth, Inc. | Downers Grove | IL | 08/2024 | Present |
1. Alera Group;investment related;Three Parkway North,Deerfield,IL 60015;corporation and parent company/employer;insurance producer;10/2/2023;160 hrs/month;130 hrs during trading;insurance producer in wealth services 2. Alera Investment Advisors; Investment related: yes; Three Parkway North, Suite 500, Deerfield, IL 60015; Nature or Structure of Business: Registered Investment Advisor; Position: IAR; Start date: 02/05/2024; hours per month: 160; securities trading hours all; Duties: IAR of Alera Investment Advisors (RIA) 3. ALERA GROUP POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/25/2023 ADDRESS: Three Parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: I am a W-2 Employee of Alera Group 4. FIXED INSURANCE POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/25/2023 ADDRESS: Three Parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: Fixed Insurance 5. ALERA INVESTMENT ADVISORS, LLC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/25/2023 ADDRESS: Three Parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: IAR of RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
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