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Current Employers
North Shore Capital Group Investment Advisors, Inc

One Westminster Place Suite 110A, Lake Forest, IL 60045 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-05
WI RA APPROVED 2026-08-05
TX RA APPROVED_RES 2021-10-27
  • IL RA
    APPROVED
    Since 2026-08-05
  • WI RA
    APPROVED
    Since 2026-08-05
  • TX RA
    APPROVED_RES
    Since 2021-10-27

Branch Locations

One Westminster Place Suite 110A, Lake Forest, IL 60045 • 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
North Shore Capital Group Investment Advisors, Inc Lake Forest IL 01/2017 Present
Cardinal Health Waukegan IL 08/2015 12/2016
Student Chicago IL 05/2013 05/2018
Other Businesses

1) TabulaRasa Integrative Health Inc. - Not Investment Related - 135 N Greenleaf St. Suite 120, Gurnee, IL 60031 - Mental Therapy Practice - Managing Member - Spends approximately 10 hours per month - Executive oversight of business operations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-06
  • S65 Uniform Investment Adviser Law Examination
    2021-08-06

View on SEC IAPD

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