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Advisor at STRATEGIC INVESTMENT SOLUTIONS, INC.
ORLAND PARK, 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 |
|---|---|---|---|---|---|---|
| STRATEGIC INVESTMENT SOLUTIONS, INC. | Independent wealth | Dec 3, 2010 | n/a | yes | ORLAND PARK, IL | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 8, 2009 | Dec 18, 2009 | no | CHICAGO, IL | Previous registration |
| WATERSTONE FINANCIAL GROUP, INC. | n/a | Nov 1, 2002 | Sep 8, 2009 | no | CHICAGO, IL|CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | STRATEGIC INVESTMENT SOLUTIONS, INC. | Dec 18, 2009 | Dec 3, 2010 | 350 | Firm change | Other |
| WATERSTONE FINANCIAL GROUP, INC. | LPL FINANCIAL LLC | Sep 8, 2009 | Sep 8, 2009 | 0 | Bulk transfer | Other |