Baili Hanyuan Roy

Current Employers

Employment History

• 01/2017 → 06/2017
  University Of Illinois At Urbana Champaign Chemistry Library
  Urbana, IL
• 05/2014 → 06/2017
  University Of Illinois At Urbana Champaign Div. Of Campus Rec.
  Champaign, IL
• 08/2013 → 05/2017
  University Of Illinois At Urbana Champaign
  Champaign, IL
• 07/2017 → 03/2023
  Balasa Dinverno Foltz Llc
  Itasca, IL
• 12/2022 → Present
  Corient
  Chicago, IL
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2017-07-28 → 2023-03-31
  Balasa Dinverno Foltz Llc
  Itasca, IL

Other Businesses

I am the Director of Education of the Financial Planning Associate (FPA) of Illinois. The FPA of Illinois serves members by providing educational, networking, and mentoring opportunities, representing their professional interests to the government, and promoting the value of financial planning to the public. It is located at 15128 S La Grange Road, Orland Park, IL 60462. My role began in 2020. I spend approximately eight hours per month in this capacity, one of which is during securities trading hours. My duties include planning the annual conference for advanced planning. I am a Volunteer Financial Mentor at 3rd Decade, providing young adults with access to professional mentoring and financial education. It is located at 4729 E Sunrise Dr., Tucson, AZ, 85718. I started in 2023. My duties include helping participants with budgeting and cash flow issues. I spend approximately two hours per month in this capacity, none of which are during securities trading hours. I am co-owner of Cruising Properties LLC, a rental real estate located in Chicago, IL. This is investment related. My role began in July 2024. I spend approximately ten hours per month in this capacity, none of which are during securities trading hours. My duties include responding to guest inquiries, coordinating cleaning and lawn care along with general home maintenance along with other four co-owners.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-02

Designations