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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-20 |
Branch Locations
1515 W. 22Nd Street Suite 400, Oak Brook, IL 60523 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Roselieb And Raia Wealth Management | Lombard | IL | 06/2023 | 06/2025 |
| Draper & Kramer Mortgage Corp. | Downers Grove | IL | 06/2021 | 10/2022 |
| Eurodesigns/Crateandbarrel | Northbrook | IL | 11/2019 | 01/2024 |
| Retirement Solutions | Naperville | IL | 12/2019 | 03/2021 |
| Key Mortgage Services (Baird & Warner Inc) | Naperville | IL | 01/2016 | 11/2019 |
| Goss Advisory Services, Llc | Bolingbrook | IL | 04/2007 | 09/2019 |
| Equitable Advisors, Llc | New York | NY | 06/2025 | Present |
| Wells, Roselieb, And Raia Wealth Management | Lombard | IL | 06/2025 | Present |
1. Wells, Roselieb, Raia Wealth Management;1515 W. 22nd St, Suite 300, Oak Brook, IL; Sales Assistant; 40 hours/week 2. Power of Attorney for Spouse Michael Thomas Goss.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
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