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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 Ave., Lake Forest, IL 60045 • United States
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 (Formerly: Linsco/Private Ledger Corp.) | Lake Forest | IL | 02/2004 | Present |
| Tsfg, Llc (Dba: Alchemy Advisors) | Lake Forest | IL | 01/2015 | Present |
(1) 10/04/2005 - TS FINANCIAL GROUP, LLC - NON-VARIABLE INSURANCE DBA - OFFERING LIFE AND FIXED ANNUITIES TO MY CLIENTS - 1% OF TIME SPENT - LAKE FOREST, IL (2) 12/30/2010 - TS FINANCIAL GROUP, LLC - LAKE FOREST, IL (3) 7/25/2018 - TSFG, LLC - DBA: (Hybrid) Alchemy Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/01/2015 - 110 Hours Per Month/6 Hours During Securities Trading - Time Spent 69% - I provide investment advisory services through TSFG, LLC, an independent investment advisor firm. I started this business activity in 03/2015. I expect to spend approximately 110 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. (4) 11/19/2018 - Third Base Inn 3458 N Lincoln (Finley Dunnes) - Investment Related - Chicago, IL - Real Estate Rental - Owner - Started 10/02/2018 - 3 Hours Per Month/0 Hours During Securities Trading - Owner of Building which has a bar and apartment unit that will be rented. (5) 09/27/2023 - HillTop Resort - Real Estate Rental - Partial Owner - Investment Related - Hazelhurst, WI - Start Date 06/28/2023 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-27 |
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