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707 Lake Cook Road Suite 285, Deerfield, IL 60015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-20 |
Branch Locations
707 Lake Cook Road Suite 285, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 05/2017 | Present |
| Goldbloom And Associates | Skokie | IL | 01/2004 | 11/2016 |
| Unemployment | Deerfield | IL | 11/2016 | 05/2017 |
| Pickwick Financial Group | Deerfield | IL | 01/2017 | Present |
| Walasik Financial Group Llc Dba Pickwick Wealth Management | Glenview | IL | 01/2017 | Present |
| Walasik Financial Group Llc Dba Pickwick Wealth Management | Deerfield | IL | 12/2024 | Present |
1. Pickwick Wealth Management, LLC | Investment Related |707 Lake Cook Rd Ste 285 Deerfield IL 60015 | Investment Advisory | Owner | Investment Advisor Representative | 05/20217 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Pickwick Financial Group | Investment Related |707 Lake Cook Rd Ste 285 Deerfield IL 60015 | Insurance and Annuity | Owner | Agent| 03/20217 | 80hrs/mo | 80hrs/mo during trading | Insurance and Annuity Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-04 |
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