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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-09 |
Branch Locations
1400 Opus Place Suite 100, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequoia Advisors Llc | Wheaton | IL | 12/2021 | Present |
| Kpw Financial Services | Downers Grove | IL | 01/2024 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2024 | Present |
| Combined Roofing Services Llc | West Chicago | IL | 07/2021 | 01/2023 |
| Odoni Partners Llc | Wheaton | IL | 01/2019 | 06/2021 |
| Unemployed | Wheaton | IL | 08/2018 | 12/2018 |
| Demarco Sciaccotta Wilkens And Dunleavy Llc | Frankfort | IL | 11/2016 | 07/2018 |
| Unemployed | Wheaton | IL | 07/2016 | 10/2016 |
| Forvis, Llp | Oakbrook Terrace | IL | 02/2023 | 03/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | Present |
1) SEQUOIA ADVISORS LLC, NOT INVESTMENT RELATED, WHEATON, IL, MANAGING MEMBER, PART OWNER, PREPARE TAX RETURNS FOR CLIENTS, SINCE 12/2021, 7.5H/WEEK. 2) KPW FINANCIAL SERVICES, INVESTMENT RELATED, DOWNERS GROVE, IL, FINANCIAL ADVISOR, SOLICIT INVESTMENTS PRODUCTS AND ADVICE, 40H/WEEK, SINCE 01/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
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