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348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-14 |
Branch Locations
348 S Waverly Rd Suite 100, Holland, MI 49423 • United States
1230 E. Diehl Rd. Suite 100, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | New Lenox | IL | 01/2013 | 09/2020 |
| Meijer | Mokena | IL | 09/2020 | 01/2022 |
| Cvs | New Lenox | IL | 01/2022 | 01/2024 |
| O'COnnor Wealth Management | Naperville | IL | 04/2023 | Present |
| Ae Wealth Management Llc | Topeka | KS | 11/2023 | 07/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2024 | 09/2024 |
| Brookstone Wealth Advisors, Llc | Wheaton | IL | 09/2024 | 08/2026 |
| Advisory Alpha, Llc | Holland | MI | 08/2026 | Present |
1) O'Connor Wealth Management; Investment Related; Naperville, IL; Financial, Consulting, and Education Services; Financial Advisor; 04/2023; Approx. 40 hrs/month; Approx. 40 hrs/month; Providing financial, education, and consulting services to clients. 2) Adam Naser; Investment Related; Naperville, IL; Fixed Insurance Product Sales; 04/2023; Approx 120 hrs/month; Approx 120 hrs/month; Sale of Fixed Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-09 |
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