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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-02-20
  • CT RA
    APPROVED
    Since 2025-02-20

Branch Locations

East Lyme, CT • United States

Shorewood, IL • 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
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
  • 09/2024 → Present
    Strategic Retirement Partners
    Shorewood, IL
  • 05/2024 → 09/2024
    Pavilion
    Old Lyme, CT
  • 10/2021 → 05/2023
    Towne Park
    Newport, RI
  • 05/2021 → 09/2021
    Great Neck Cc
    Waterford, CT
  • 05/2020 → 09/2020
    Commercial Construction Group
    Old Lyme, CT
  • 05/2018 → 05/2020
    Sunoco
    East Lyme, CT
  • 01/2015 → 06/2020
    Student
    East Lyme, CT
  • 08/2020 → 05/2024
    Roger Williams University
    Bristol, RI
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-20
  • S65 Uniform Investment Adviser Law Examination
    2025-02-20
Other Names
  • Gus Dodge

View on SEC IAPD

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