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1052 N Western Avenue, Lake Forest, IL 60045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-15 |
| IL | RA | APPROVED | 2015-02-03 |
Branch Locations
1052 N Western Avenue, Lake Forest, IL 60045 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Lake Forest | IL | 02/2004 | Present |
| Alchemy Advisors, Llc D/B/A Ts Financial Group, Llc | Lake Forest | IL | 01/2015 | Present |
| Tsfg, Llc (Dba: Ts Financial Group, Llc) | Lake Forest | IL | 05/2015 | Present |
1. 2/17/2005: NON-VARIABLE INSURANCE - SELLING DISABILITY AND UNIVERSAL LIFE INSURANCE. - LAKE FOREST, IL. 2. 11/3/2005: NON-VARIABLE INSURANCE - TS FINANCIAL GROUP, LLC - OFFERING FIXED PRODUCTS- LIFE, LTC, ANNUITIES TO MY CLIENTS. - TIME SPENT 1% - LAKE FOREST, IL. 3. 12/30/2010: DBA ONLY - TS FINANCIAL GROUP, LLC - LAKE FOREST, IL. 4. 6/9/2016: Alchemy Advisors, LLC - DBA: TS Financial Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/21/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 5. 9/4/2018 - TSFG, LLC - DBA: (Hybrid) TS Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/21/2015 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through TSFG, LLC, an independent investment advisor firm. I started this business activity in 05/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 11/19/2018 - 3458 N Lincoln, LLC (Third Base Inn / Finley Dunnes) - Investment Related - Chicago, IL 60657 - Real Estate Rental - Owner - Started 10/02/2018 - 20 Hours Per Month/0 Hours During Securities Trading - Owner of a building which has a bar and an apartment that will be rented out.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-15 |
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