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Current Employers
Intuitive Wealth Management, Llc

Downers Grove, IL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-09-13
IL RA APPROVED 2018-09-11
  • TX RA
    APPROVED_RES
    Since 2019-09-13
  • IL RA
    APPROVED
    Since 2018-09-11

Branch Locations

Downers Grove, IL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Linsco/Private Ledger Corp-Dba: Intuitive Wealth Management, Llc Oak Brook IL 03/2001 08/2018
Intuitive Wealth Management, Llc Downers Grove IL 09/2018 Present
  • 03/2001 → 08/2018
    Linsco/Private Ledger Corp-Dba: Intuitive Wealth Management, Llc
    Oak Brook, IL
  • 09/2018 → Present
    Downers Grove, IL
Previous Registrations
Other Businesses

INSURANCE AGENT; INVESTMENT RELATED - NO; 1237 CANDLEWOOD DRIVE, DOWNERS GROVE IL 60515; COMMENCEMENT - 9/1986 APPROXIMATE NUMBER OF HOURS SEPNT ON THE ACTIVITY PER MONTH - ONE; APPROXIMATE NUMBER OF HOURS SPENT ON THE ACTIVITY PER MONTH DURING TRADING HOURS - ONE

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-11-14
  • S63 Uniform Securities Agent State Law Examination
    1991-11-14
Designations

View on SEC IAPD

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