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2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-22 |
| IL | RA | APPROVED | 2015-08-31 |
Branch Locations
2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearwater Capital Partners | Hoffman Estates | IL | 08/2015 | 12/2019 |
| Clearwater Capital Partners | Hoffman Estates | IL | 12/2019 | 12/2025 |
| Clearwater Capital Partners | Hoffman Estates | IL | 12/2025 | Present |
MOABO STABLES, LLC, NON-INVESTMENT RELATED, 316 SOUTH HARRISON CT, PALATINE, IL 60067. MEMBER, BEGINNING 08/2001 THROUGH PRESENT, LLC OWNS RACING THOROUGHBRED HORSES. 1 HOUR PER MONTH DEVOTED TO THE BUSINESS, NONE DURING TRADING HOURS. GREG IS A PASSIVE INVESTOR IN THE LLC. BSC INSURANCE SERVICES, LLC, NON-INVESTMENT RELATED, 1752 CAPITAL STREET, STE 400, ELGIN, IL 60124. LIFE INSURANCE POLICY AND NON-VARIABLE ANNUITY SALES, POSITION IS AGENT. START DATE IS 8/31/2015. 2 HOURS PER MONTH DEVOTED, 2 HOURS DURING TRADING HOURS. GREG WILL EVALUATE INSURANCE NEED AND PLACE POLICIES WHEN NEEDED FOR CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-08 |
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