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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-05 |
| IL | RA | APPROVED | 2023-01-27 |
Branch Locations
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boeing Company | Hazelwood | MO | 06/2019 | 10/2022 |
| Equitable Advisors, Llc | New York | NY | 08/2022 | Present |
| Wells, Roselieb, Raia Wealth Management | Oak Brook | IL | 08/2022 | 01/2023 |
| Olivet Nazarene University | Bourbonnais | IL | 08/2017 | 05/2019 |
| Resource One Advisors Lpl | St. Albans | MO | 05/2018 | 08/2018 |
| Fellowship Of Christian Athletes | Fenton | MO | 05/2017 | 08/2017 |
| Olivet Nazarene University | Bourbonnais | IL | 08/2015 | 05/2019 |
Wells, Roselieb & Raia Wealth Management, LLC, 1515 W 22nd St Suite #400, Oak Brook, IL 60523, Client Relations Manager, Administration and Sales, 160 hrs/month, Start 10/2022. DBA: Wells, Roselieb & Raia Wealth Management, LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-19 |
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