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Gary Ralph Bertacchi

Triex Financial Services, Inc.

Orland Park, IL

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Current Employers
Triex Financial Services, Inc.

10470 W. 163Rd Place, Orland Park, IL 60467 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-05-02
  • IL RA
    APPROVED
    Since 2013-05-02

Branch Locations

10470 W. 163Rd Place, Orland Park, IL 60467 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triex Financial Services, Inc. Orland Park IL 09/2011 Present
Previous Registrations
  • 2003-07-18 → 2011-12-31
    Cooper Linse Hallman Capital Management Inc
    Orland Park, IL
Other Businesses

PRESIDENT AND CEO OF CORD VANDERPOOL PRIVATE FOUNDATION.DEVOTE 25 HRS/MO.COMPENSATION $25,000 PER YEAR. NOT INVESTMENT RELATED, ESTABLISHED CONNECTION 01/06.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-13
  • S66 Uniform Combined State Law Examination
    2001-11-13

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL
W&S BROKERAGE SERVICES, INC. · ORLAND PARK, IL
WAVE & BREAKOUT L.L.C. · ORLAND PARK, IL
HIGHPOINT PLANNING PARTNERS · ORLAND PARK, IL
WELLS FARGO CLEARING SERVICES, LLC · ORLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ORLAND PARK, IL

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