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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-26 |
| NY | RA | APPROVED | 2024-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corp | New York | NY | 08/2018 | 07/2022 |
| University Of Iowa | Iowa City | IA | 08/2014 | 05/2018 |
| Greekhouse.ORg | Iowa City | IA | 12/2016 | 05/2018 |
| Arete Wealth Management, Llc | Chicago | IL | 07/2022 | Present |
- THE SHARK GROUP, GRAPHIC DESIGN, VIDEOGRAPHY/PHOTOGRAPHY, GRAPHIC DESIGNER, NEW YORK, NY, 4 HRS. PER MONTH, ZERO DURING TRADING HRS., NOT INVESTMENT RELATED - FINCADIA LLC: DBA; REGISTERED REP/ADVISOR; WESTON, FL; START DATE 07/2022; FULL TIME; INVESTMENT RELATED. - FINCADIA WEALTH MANAGEMENT LLC: DBA; REGISTERED REP/ADVISOR; WESTON, FL; START DATE 07/2022; FULL TIME; INVESTMENT RELATED. - FINCADIA CAPITAL PARTNERS LLC: DBA; REGISTERED REP/ADVISOR; WESTON, FL; START DATE 07/2022; FULL TIME; INVESTMENT RELATED. - Saranac Advisors Inc., DBA, Wealth Management Services 160 hours per month during trading hours, Start Date: 10/21/2024. - Saranac Tax Services LLC., DBA - Partner, Tax Preparation Services, 50 hours per month total, 40 hours per month during trading hours, Start Date: 10/21/2021. - Saranac Wealth Management, DBA, Wealth Management Services, 160 hours per month during trading hours. Start date: 10/21/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-19 |
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