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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-10-13 |
Branch Locations
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
790 Estate Drive, Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Werth Weil Wealth Management Inc. Previously 3D Trading, Inc. | Chicago | IL | 01/1998 | Present |
| Strategic Wealth Partners | Deerfield | IL | 08/2016 | 10/2020 |
| Dynamic Wealth Advisors Dba Werth Weil Wealth Management Inc. | Deerfield | IL | 10/2020 | Present |
Werth Weil Investments LLC - investment related/1075 Meadowbrook Lane, Deerfield, IL 60015/personal investments-sole proprietorship/President/Start date - May 2004/5 hours per month. Mark Weil owns 3 seats with the Chicago Mercantile Exchange that he rents out. 2 CME IOM seats and 1 CME IMM seat - investments, IOM purchased 1999 / IMM purchased 2014 / o hours devoted. Mark Weil owns 1326 Cornelia LLC which is Rental property/purchased 2006.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-10 |
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