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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
One East 22Nd Street Suite 710, Lombard, IL 60148 • United States
1702 E Highland Ave Suite 204, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Barrington | IL | 12/2010 | 03/2021 |
| Sequioa Wealth Management, Llc | Barrington | IL | 12/2014 | 03/2021 |
| Triad Advisors | Norcross | GA | 03/2021 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 03/2021 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 08/2024 | 04/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2025 | Present |
| Cetera Investment Advisers Llc | Phoenix | AZ | 05/2025 | Present |
CO-OWNER OF IRONWOOD FAMILY WEALTH ADVISORS; DBA FOR CETERA BUSINESS; CO-OWNER AND PRESIDENT OF SAILE GROUP; S CORP USED TO TRACK REVENUE AND EXPENSES; PRESIDENT AND OWNER OF CLEAR PATH GROWTH PARTNERS; PERFORM CONSULTING SERVICES TO HELP BUSINESS OWNERS MAXIMIZE THE VALUE OF THEIR BUSINESS; 5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-02 |
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