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226 N 12Th St, Decatur, IN 46733 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-06 |
| IN | RA | APPROVED | 2020-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneyblock | Chicago | IL | 08/2012 | 11/2021 |
| Midwest Capital Resources Inc | Decatur | IN | 01/2008 | Present |
| Midwest Capital Financial Advisors Llc | Decatur | IN | 03/2020 | Present |
| Fortune Financial Services | Monaca | PA | 11/2021 | Present |
1) MIDWEST CAPITAL RESOURCES, INC/INSURANCE AGENT/PRESIDENT/OWNER - SALES AND SERVICING OF NON-REGISTERED INSURANCE PRODUCTS. START DATE 01/01/08, APPROX 40HRS PER MONTH,NOT INVESTMENT RELATED. 2) Added to existing Outside business activity - non- investment related Insurance consulting for a fee. 3) Midwest Capital Properties, LLC non-investment related, LLC formed to hold commercial Property, spending few hours per month. 4) 100% Owner of my own Registered Investment Adviser firm called Midwest Capital Financial Advisors, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-17 |
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