Robert Kennedy Thompson

Current Employers

Employment History

• 10/1984 → Present
  (Dba) Progressive Financial Planning Services
  Palos Hills, IL
• 09/1999 → 10/2023
  Concourse Financial Group Securities Inc
  Palos Hills, IL
• 01/2015 → 07/2018
  Harvest Investment Services Llc
  Oakbrook Terrace, IL
• 10/2007 → 11/2020
  Fifth Third Bank
  Chicago, IL
• 11/2023 → Present
  Harvest Investment Services, Llc
  Oakbrook Terrace, IL
• 02/2023 → Present
  Midland States Bank
  Chicago, IL

Previous Registrations

• 2000-03-31 → 2023-10-09
  Concourse Financial Group Securities, Inc.
  Palos Hills, IL
  Oaklawn, IL
• 2015-01-15 → 2018-07-30
  Harvest Investment Services, Llc
  Oakbrook Terrace, IL

Other Businesses

(1) (dba) PROGRESSIVE FINANCIAL PLANNING SERVICES INC; Investment Related; 9944 S. Roberts Road, Suite 108, Palos Hills, IL 60465; Independent Financial Planning Practice; President; Start Date 07/1984; 40 hours per month; Provide insurance and all advisory and planning services through Concourse Financial Group Securities. (2) OAK LAWN PUBLIC LIBRARY FOUNDATION; Non-Investment Related; 9427 S Raymond Avenue, Oak Lawn, IL 60453; Foundation; Board President-Chair; Start Date 10/2008; 4 hours per month; Conduct meetings of the board of trustees on a quarterly basis; I serve on the Investment Sub-Committee. (3) VIRTU BROADBAND LLC; Non-Investment Related; 111 Ocean Blvd #400, Long Beach, CA 90802; Board Member; Advisory Board Member; Start Date 02/2022; 3-5 hours per month with hours per month occurring during trading hours varying; I serve as a consultant to the Virtu Broadband management team providing guidance and support in growth and advancement of the company. (4) MIDLAND STATES BANK, 225 W. Washington St. Ste 1650, Chicago, IL 60606; Banking/Trust; Retirement Plan Officer/Consultant; I sell proprietary retirement plans for the bank; 30-40 hours per week. (5) LIVING FAITH COMMUNITY CHURCH; not for profit, religious organization; Moderator of Church Council of Leaders; I run monthly Council of Leaders meetings, conduct business of Church; 10 hours per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-10-03

Designations

Other Names

• Bob Thompson