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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-26 |
| IL | RA | APPROVED | 2023-07-24 |
Branch Locations
2441 Warrenville Road Suite 300, Lisle, IL 60532 • United States
Batavia, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Downers Grove | IL | 07/2002 | 12/2016 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 12/2016 |
| American United Life | Matteson | IL | 01/2017 | 06/2022 |
| Oneamerica Securities | Matteson | IL | 01/2017 | 06/2022 |
| Massmutual Life Insurance Co | Lisle | IL | 12/2022 | Present |
| Mml Investors Services, Llc | Lisle | IL | 07/2023 | Present |
| Wela Financial | Yorkville | IL | 01/2017 | Present |
(1)NAME: DYNAMIS MINISTRIES INV REL: N ADD: RESIDENTIAL ADDRESS NATURE: CHRISTIAN GENEROSITY PLANNING POSITION: FOUNDER AND EXECUTIVE DIRECTOR START DATE: 8/1/2023 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: PROMOTE MINISTRY. (2)NAME: WELA FINANCIAL LLC INV REL: Y ADD: 1419 CANNONBALL TRAIL, YORKVILLE, IL 60560 NATURE: OUTSIDE INSURANCE SALES POSITION: OWNER/PRESIDENT/AGENT START DATE: 8/1/2023 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 6 DESCRIBE DUTIES: LIFE. FIXED ANNUTIES, DISABILITY, LONG-TERM CARE, & HEALTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-20 |
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