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7500 South County Line Road, Burr Ridge, IL 60527-6955 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-10 |
| IL | RA | APPROVED | 2000-02-07 |
Branch Locations
7500 So. County Line Rd., Burr Ridge, IL 60527-6955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loria Financial Group, Llc | Burr Ridge | IL | 08/1999 | Present |
| Mps Loria Financial Planners, Llc | Burr Ridge | IL | 08/1999 | Present |
1. 09/1986 Independent Licensed insurance Agent; Investment Related; Illinois; Life Insurance 2. 8/1999 LORIA Financial Group, LLC; Member; Investment Related; 7500 S. County Line Road, Burr Ridge, IL 60527; Insurance Company; less than 1 hour/month; No time spend during trading hours; Duties include reviewing new and recurring revenue and reviewing financial statements as well as meeting with other Members of the firm. 3. 12/2007 MPS LORIA Development, LLC; Member; Not Investment Related; 7500 S. County Line Road, Burr Ridge, IL 60527; Commercial Building; No time spent during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-19 |
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