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4615 E State Street Suite 102, Rockford, IL 61108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-05-27 |
| AZ | RA | APPROVED | 2023-07-07 |
| IL | RA | APPROVED | 2011-10-07 |
Branch Locations
4615 E State Street Suite 102, Rockford, IL 61108 • United States
2 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 |
|---|---|---|---|---|
| Midwest Financial Associates, Inc. | Rockford | IL | 02/2011 | Present |
| Arthur J. Gallagher & Co. | Rockford | IL | 06/2017 | Present |
| Ao Risk Consultants, Llc | Rockford | IL | 07/2018 | 03/2019 |
| Williams-Manny, Inc. | Rockford | IL | 01/2007 | 05/2017 |
THE PENSION SPECIALISTS, LTD., LOCATION: 10501 N. 2ND STREET, MACHESNEY PARK, IL 61115, BUSINESS: 401K PLAN ADMINISTRATION SERVICES, POSITION: SHAREHOLDER, START: 12/1999, HRS/MO: 1; Arthur J. Gallagher & Co., LOCATION: 555 S. PERRYVILLE RD., ROCKFORD, IL 61108, BUSINESS: SALE AND DISTRIBUTION OF INSURANCE PRODUCTS; POSITION: SHAREHOLDER, Area Sr. Vice President; START: 06/2017; HRS/MO: 40. Hillcrest Prep: START: 02/2020; HRS/MO: 40 ?LSG Spirits ?investment-related; NO ?address 3444 Mulberry Creek Drive Austin TX ?position; shareholder ?title shareholder ?start date 2018-07-16 ?hours/month devoted to business; 0 ?hours devoted business during securities trading hours; 0 ?duties None ?Zero Card ?investment-related; NO ?address 12 N Cheyenne Avenue Tulsa Oklahoma 74103 ?position; shareholder ?title shareholder ?start date 2018-06-25 ?hours/month devoted to business; 0 ?hours devoted business during securities trading hours; 0 ?duties None ?TMSC, LLC ?investment-related; NO ?address 4615 E State Street, Ste 102 Rockford Illinois 61108 ?position; member ?title member ?start date 2023-07-01 ?hours/month devoted to business; 0 ?hours devoted business during securities trading hours; 0 ?duties none ?8654, LLC ?investment-related; NO ?address 6200 River Bend Drive Lisle Illinois 60532 ?nature business; real estate ?position; shareholder ?title shareholder ?start date 2022-12-31 ?hours/month devoted to business; 0 ?hours devoted business during securities trading hours; 0 ?duties None
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-26 |
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