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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-07-24 |
| PA | RA | APPROVED | 2021-07-16 |
| UT | RA | APPROVED | 2020-12-04 |
| CO | RA | APPROVED | 2017-07-18 |
| WV | RA | APPROVED | 2016-11-09 |
| AZ | RA | APPROVED | 2016-11-03 |
| TX | RA | APPROVED_RES | 2016-11-03 |
| HI | RA | APPROVED | 2016-11-01 |
| FL | RA | APPROVED | 2016-05-03 |
| CA | RA | APPROVED | 2012-01-20 |
| WA | RA | APPROVED | 2012-01-20 |
| OR | RA | APPROVED | 2012-01-19 |
Branch Locations
Pacific Grove, CA • United States
425 N Martingale Road Suite 1220, Schaumburg, IL 60173 • UNITED STATES
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Equity Group | Pacific Grove | CA | 01/2012 | Present |
PILLAR6 ADVISORS POSITION: Consultant NATURE: Pillar6 Advisors is a RIA, Roman Polnar, Principal. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/09/2022 ADDRESS: 75 Broadway, Suite 202, San Francisco CA 94111, United States DESCRIPTION: I've created a "Relative Strength" Model Portfolio for Roman to use with his clients at his discretion. I "meet" with him monthly (usually via Zoom) for 1.5 to 2 hours to discuss the model and the market indicators. We also will talk briefly over the phone a couple of times a month as needed. Total time spent is roughly 3-4 hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 1996-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-18 |
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