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100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sea P A Financial Group Ltd | Channahon | IL | 06/2008 | Present |
President and 50% Owner of SEA P A FINANCIAL GROUP LTD, a tax practice specializing in individual, business and fiduciary tax returns, along with consulting in the areas of accounting, business management, and estate and trust tax planning. Business started in 2005 and has operated tangentially to other employment activities through the present. I work about 50% (100/120 hrs/month) during off tax season and full time (240 hours+/month) during tax season (Feb. 1 - April 15). This business has no investment activities. Address: PO Box 437, Channahon, IL 60410.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-19 |
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