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Daniel James Borello

James T. Borello & Co.

East Dundee, IL

East Dundee, IL

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Current Employers
James T. Borello & Co.

151 Dundee Avenue, East Dundee, IL 60118 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-09-26
  • IL RA
    APPROVED
    Since 2016-09-26

Branch Locations

151 Dundee Ave., East Dundee, IL 60118 • UNITED STATES

151 Dundee Ave., East Dundee, IL 60118 • 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
James T. Borello & Co. East Dundee IL 08/2016 Present
Oregon State University Corvallis OR 02/2014 09/2016
  • 08/2016 → Present
    James T. Borello & Co.
    East Dundee, IL
  • 02/2014 → 09/2016
    Oregon State University
    Corvallis, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-26
S63 Uniform Securities Agent State Law Examination 2016-09-12
  • S65 Uniform Investment Adviser Law Examination
    2016-09-26
  • S63 Uniform Securities Agent State Law Examination
    2016-09-12

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC
HENDRICKS WEALTH AND ESTATE MANAGEMENT
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

MICHAEL THOMAS SPEZIALE
Chad Douglas Anderson
JAMES THOMAS BORELLO
David J Willeumier
JAMES MICHAEL JUENGLING
Jason Joel Bennett
DAVID MICHAEL SCHLOSSBERG
LAWRENCE PETER STRZELECKI

Other Offices

STRATEGIC ASSET MANAGEMENT LLC. · East Dundee, IL
INDEPENDENT FINANCIAL GROUP, LLC · DUNDEE, IL
EDWARD JONES · West Dundee, IL
ASSURED ADVISORY GROUP, LLC · EAST DUNDEE, IL
U.S. BANCORP ADVISORS, LLC · WEST DUNDEE, IL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · West Dundee, IL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · West Dundee, IL
J.P. MORGAN SECURITIES LLC · CARPENTERSVILLE, IL

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