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Current Employers
Bentley Financial Group

1385 Warren Ave. Suite A, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-11-12
  • IL RA
    APPROVED
    Since 2014-11-12

Branch Locations

1385 Warren Ave. Suite A, Downers Grove, IL 60515 • 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
Domino, Gritis & Co. Downers Grove IL 05/1976 Present
Lpl Financial Llc Downers Grove IL 09/2009 Present
Bentley Financial Group, Inc. Downers Grove IL 11/2014 Present
  • 05/1976 → Present
    Domino, Gritis & Co.
    Downers Grove, IL
  • 09/2009 → Present
    Lpl Financial Llc
    Downers Grove, IL
  • 11/2014 → Present
    Bentley Financial Group, Inc.
    Downers Grove, IL
Previous Registrations
  • 2006-08-16 → 2009-09-08
    Waterstone Financial Group, Inc.
    Boston, MA
    Downers Grove, IL
    Downers Grove, IL
Other Businesses

1. 09/25/2009 - GRITIS & ASSOCIATES, LTD - TAX PREP/ACCOUNTING/CPA - INV REL - AT REPORTED BUSINESS LOCATION - TAX PREPERATION AND CORPORATE ACCOUNTING - 70% OF TIME SPENT. 2. 09/25/2009 - BENTLEY FINANCIAL GROUP, INC - NON-VARIABLE INSURANCE DBA - SENIOR FINANCIAL CONSULTANT. PROVIDE INSURANCE AND INVESMENT PRODUCTS TO CLIENTS - 25% TIME SPENT. 3. 11/29/2010 - PATE COMPANY - OTHER-OWNERSHIP OF A MANUFACTURING COMPANY - INV REL - AT REPORTED BUSINESS LOCATION - I AM A ONE-THIRD OWNERS OF A MANUFACTURING COMPANY. I AM A SHAREHOLDER AND PROVIDE ACCOUNTING SERVICES THROUGH GRITIS % ASSOCIATES - 2% TIME SPENT. 4. 06/07/2011 - NO BUSINESS NAME - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - Family limited partnership. Husband and wife are general partners;children are limited partners. General partners have full and complete authority - 0% TIME SPENT. 5. 09/04/2013 - NO BUSINESS NAME - NOTARY - NOT INV REL - AT REPORTED BUSINESS LOCATION - Notary Public - State of Illinois - 1% TIME SPENT. 6. 08/13/2015 - BENTLEY FINANCIAL GROUP - REGISTERED INVESTMENT ADVISOR HYBRID - INV REL - AT REPORTED BUSINESS LOCATION - a) Yes. b) Yes. Bentley Financial Group, Inc. c) Part of our procedures - OBA START 6/1/2015 - 20 HRS PER MONTH/15 HRS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-14
S63 Uniform Securities Agent State Law Examination 1991-12-17
  • S65 Uniform Investment Adviser Law Examination
    2006-07-14
  • S63 Uniform Securities Agent State Law Examination
    1991-12-17

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