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4722 Main Street, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-10-23 |
| IL | RA | APPROVED | 2023-07-12 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lasalle St. Securities, L.L.C. | Elmhurst | IL | 04/2013 | 04/2020 |
| American Trust Investment Services, Inc. | Frankfort | IL | 04/2020 | Present |
| American Trust Investment Services Advisory, Inc. | Frankfort | IL | 04/2020 | Present |
American Trust Insurance Group, Inc; Insurance Sales; Started 5/1993; Approximately 2 Hours per month; activity may occur during market hours. American Trust Investment Services Advisory, Inc.; IAR; Started 04/2020; Approximately 140 Hours per month; activity may occur during market hours. Lincoln-Way Hockey; Head Coach; Started 08/2010; Approximately; Approximately 40 Hours per month; activity does not occur during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-24 |
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