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Lombard, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Srj Financial Consulting Llc | Lombard | IL | 04/2026 | Present |
| Freelance Work | Lombard | IL | 11/2025 | 04/2026 |
| Willamette Management Associates | Chicago | IL | 07/2023 | 11/2025 |
| Charles River Associates | Chicago | IL | 06/2011 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-20 |
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