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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-20 |
Branch Locations
Shorewood, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Retirement Partners | Shorewood | IL | 09/2024 | Present |
| Pavilion | Old Lyme | CT | 05/2024 | 09/2024 |
| Towne Park | Newport | RI | 10/2021 | 05/2023 |
| Great Neck Cc | Waterford | CT | 05/2021 | 09/2021 |
| Commercial Construction Group | Old Lyme | CT | 05/2020 | 09/2020 |
| Sunoco | East Lyme | CT | 05/2018 | 05/2020 |
| Student | East Lyme | CT | 01/2015 | 06/2020 |
| Roger Williams University | Bristol | RI | 08/2020 | 05/2024 |
Strategic Retirement Partners, investment related: yes; 25434 Prairiewood Lane, Shorewood, IL 60404; nature of business - DBA; Education Specialist, start date 9/2024; 160+ hours a month; work with participants
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-20 |
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