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Advisor at UNIQUE WEALTH STRATEGIES
BURR RIDGE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| UNIQUE WEALTH STRATEGIES | Independent wealth | Jan 17, 2023 | n/a | yes | BURR RIDGE, IL | Current employment |
| UNIQUE WEALTH STRATEGIES | Independent wealth | Dec 19, 2022 | Dec 20, 2022 | no | BURR RIDGE, IL | Previous registration |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | May 18, 2016 | Mar 29, 2023 | no | Burr Ridge, IL|MORRISTOWN, NJ|Burr Ridge, IL | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 2, 2004 | May 17, 2016 | no | DOWNERS GROVE, IL|DOWNERS GROVE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | UNIQUE WEALTH STRATEGIES | Mar 29, 2023 | Dec 19, 2022 | -100 | Firm change after gap | Ibd to new firm |
| MSI FINANCIAL SERVICES, INC. | PRIVATE ADVISOR GROUP, LLC | May 17, 2016 | May 18, 2016 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 155216:323994:IL:2023-03-29 | Mar 29, 2023 | Dec 19, 2022 | BURR RIDGE, IL | Firm change after gap |
| 14251:155216:IL:2016-05-17 | May 17, 2016 | May 18, 2016 | DOWNERS GROVE, IL | Firm change |