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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-21 |
Branch Locations
410 N. Michigan Avenue Suite 1200, Chicago, IL 60611 • 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 | Atlanta | GA | 08/2022 | 08/2024 |
| Alera Group | Chicago | IL | 08/2022 | Present |
| Unemployed | Chicago | IL | 05/2022 | 08/2022 |
| Student | Madison | WI | 09/2018 | 05/2022 |
| Student | Chicago | IL | 04/2013 | 09/2018 |
| Osaic Wealth, Inc. | Chicago | IL | 08/2024 | Present |
1) Alera Group; investment related; Three Parkway North,Suite 500,Deerfield,IL 60015;corporation and parent company for the Alera affiliates; associate advisor support services;8/4/2022;160 hrs/month;6.5 hrs during trading; administrative 2) FIXED INSURANCE POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 12/21/2023 ADDRESS: Three Parkway North, Ste 500, Deerfield IL 60015, United States DESCRIPTION: Fixed Insurance 3) ALERA GROUP POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/21/2023 ADDRESS: Three Parkway North, Ste 500, Deerfield IL 60015, United States DESCRIPTION: I am a W-2 Employee of Alera Group. 4) ALERA INVESTMENT ADVISORS, LLC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/21/2023 ADDRESS: Three Parkway North, Ste 500, Deerfield IL 60015, United States DESCRIPTION: IAR of RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-21 |
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