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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-05
IL RA APPROVED 2023-01-27
  • TX RA
    APPROVED
    Since 2024-07-05
  • IL RA
    APPROVED
    Since 2023-01-27

Branch Locations

Chicago, IL • United States

1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • 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
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
  • 06/2019 → 10/2022
    The Boeing Company
    Hazelwood, MO
  • 08/2022 → Present
    New York, NY
  • 08/2022 → 01/2023
    Wells, Roselieb, Raia Wealth Management
    Oak Brook, IL
  • 08/2017 → 05/2019
    Olivet Nazarene University
    Bourbonnais, IL
  • 05/2018 → 08/2018
    Resource One Advisors Lpl
    St. Albans, MO
  • 05/2017 → 08/2017
    Fellowship Of Christian Athletes
    Fenton, MO
  • 08/2015 → 05/2019
    Olivet Nazarene University
    Bourbonnais, IL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-19
  • S66 Uniform Combined State Law Examination
    2023-01-19

View on SEC IAPD

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