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423 Central Avenue, Northfield, IL 60093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tanglewood Tax & Investments | Lisle | IL | 07/2015 | 12/2016 |
| Bernardi Securities, Inc. | Northfield | IL | 02/2017 | Present |
BERNARDI ASSET MANAGEMENT, LLC. - INVESTMENT ADVISOR. THIS ENTITY IS AN INVESTMENT ADVISORY FIRM AND AFFILIATE OF BERNARDI SECURITIES, INC. THE ENTITY IS LOCATED AT 423 CENTRAL AVENUE, NORTHFIELD, IL 60093. START DATE WAS FEBRUARY 2017. TIME INVOLVED IS APPROXIMATELY 40+ HRS/WK. MAJORITY OF TIME SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 2013-06-17 |
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