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REBECCA CHRISTINE SZEWCZYK
REBECCA CHRISTINE DAVIS, REBECCA CHRISTINE NOORDHOEK
CRD#: 6359438
IA
Investment Adviser
B
Broker
ALERA INVESTMENT ADVISORS, LLCCRD#: 287906 410 N Michigan Ave, Suite 1200
Chicago, IL 60611
OSAIC WEALTH, INC.CRD#: 23131 410 N Michigan Ave
Suite 1200
Chicago, IL 60611
Registration History
2014201520162017201820192020202120222023202420252026IAALERA INVESTMENT ADVISORS, LLC (CRD# 287906)2022 - Present (2 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - Present (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2022 - 2024 (2 years)BGWFS EQUITIES, INC. (CRD# 13109)2014 - 2021 (7 years)BJ.P. MORGAN INSTITUTIONAL INVE... (CRD# 102920)2014 - 2014 (<1 year)
License(s)

State Registrations

IA
Illinois 10/10/2022

B
Illinois 8/23/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ALERA INVESTMENT ADVISORS, LLC (CRD#:287906)
410 N Michigan Ave, Suite 1200, Chicago, IL 60611
Registered with this firm since 10/10/2022

B
OSAIC WEALTH, INC. (CRD#:23131)
410 N Michigan Ave Suite 1200, Chicago, IL 60611
Registered with this firm since 8/23/2024

Previous Registration(s)
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B
01/06/2022 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) Chicago, IL
B
09/02/2014 - 11/01/2021 GWFS EQUITIES, INC. (CRD#:13109) GREENWOOD VILLAGE, CO
B
08/21/2014 - 09/02/2014 J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CRD#:102920) OVERLAND PARK, KS
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B
Broker
IA
Investment Adviser
Disclosures
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