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18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-13 |
Branch Locations
18W140 Butterfield Road Suite 1160, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Calamos Wealth Management Llc | Naperville | IL | 01/2019 | 11/2021 |
| Bmo Harris Bank | Chicago | IL | 01/2000 | 01/2019 |
| Sage Private Wealth Group, Llc | Oakbrook Terrace | IL | 01/2025 | Present |
| Unemployed | Geneva | IL | 11/2021 | 01/2025 |
Waubonsee Community College Foundation- Route 47 @ Waubonsee Drive, Sugar Grove, IL 60554-9454. Community college foundation to raise funds for student scholarships and oversee the investment of the funds and it is investment related. Member of the volunteer board of directors and finance, investment and scholarship committees since January 2016. Elected Board President September 2020. Volunteer 7 hours/month with 3 of those hours/month during business hours.
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