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875 N Michigan Avenue Suite 3100, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-21 |
Branch Locations
875 N Michigan Avenue Suite 3100, Chicago, IL 60611 • United States
Glenview, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Glenview | IL | 01/1996 | Present |
| Triad Advisors | Norcross | GA | 02/2015 | 04/2019 |
| Fairhaven Wealth Management, Llc | Oak Brook | IL | 03/2015 | 03/2025 |
| Bayworth Capital | Chicago | IL | 03/2025 | Present |
~1) SMART SOLUTIONS FOR INSURANCE AND RETIREMENT PLANS; INVESTMENT-RELATED; 600 ECHO LANE, GLENVIEW, IL 60025; INSURANCE (GROUP & INDIVIDUAL),HEALTH,LIFE,DENTAL,LTD,STD,LONG TERM CARE,FIXED ANNUITIES; SOLE PROPRIETOR; 1/1996; 120-160 HRS/MONTH; 6.5 HRS DURING TRADING; INSURANCE BROKER, ALSO DO BUSINESS WITH PEOs AS NEEDED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-18 |
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