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2 Mid America Plaza Suite 725, Oakbrook Terrace, IL 60181 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-09-20 |
Branch Locations
2 Mid America Plaza Suite 725, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Capital Management Usa Llc | Bloomingdale | IL | 05/2012 | Present |
| Secure Capital Wealth Advisors Llc | Schaumburg | IL | 06/2019 | Present |
SINCE 5/2012 I HAVE BEEN WORKING AS SECURE CAPITAL MANAGEMENT USA LLC. I HAVE BEEN ASSISTING MY CLIENTS WITH LIFE INSURANCE, AND FIA/EIA ANNUITY PURCHASES. I USE FMO'S SUCH AS GAMEPLAN FINANCIAL, RETIREMENT INCOME NETWORK, AND FAIRLANE TO GET ACCESS TO INSURANCE CARRIERS SUCH AS ALLIANZ, AVIVA, AMERICAN EQUITY, ETC. I DEVOTE 20+ HOURS PER WEEK DURING TRADING HOURS TO THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-01 |
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