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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-06-22 |
Branch Locations
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baxter Credit Union | Vernon Hills | IL | 02/2010 | 06/2018 |
| Cuso Financial Services, Lp | Vernon Hills | IL | 04/2010 | 06/2018 |
| Bcu Wealth Advisors, Llc | Vernon Hills | IL | 11/2012 | 06/2018 |
| Ausdal Financial Partners, Inc | Davenport | IA | 06/2018 | Present |
1.) MVP FINANCIAL SERVICES, INC; INVESTMENT RELATED; GLENVIEW, IL; INSURANCE SALES; ACTIVITY BEGAN 06/2014; I DEVOTE APPX 10 HOURS PER MONTH WITH 5 OF THOSE HOURS DURING TRADING HOURS TO THIS ACTIVITY; SALE OF INSURANCE PRODUCTS TO CLIENTS; COMPENSATION IS COMMISSION. 2) KMETZ FINANCIAL GROUP; INVESTMENT RELATED; DOWNERS GROVE, IL; ACCOUNTING AND FINANCIAL SERVICES; ADMIN SUPPORT; ACTIVITY BEGAN 01/2026; I DEVOTE APPX 20 HOURS PER MONTH TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; GAIN A BETTER UNDERSTANDING OF TAXES FROM THE VIEW OF A TAX PROFESSIONAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-31 |
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