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2002 Holian Drive, Suite 104, Spring Grove, IL 60081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| IL | RA | APPROVED | 2017-06-23 |
Branch Locations
2002 Holian Drive, Suite 104, Spring Grove, IL 60081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Fiinancial Services,Inc | Chicago | IL | 04/2010 | 06/2017 |
| Keating Financial Advisory Services, Inc | Manhattan | IL | 05/2010 | 06/2017 |
| Assurity Life | Chicago | IL | 10/2010 | 08/2017 |
| Raymond James Financial Services Advisors Inc. | Chicago | IL | 04/2010 | 06/2017 |
| Professional Speaker | Chicago | IL | 08/2012 | Present |
| Non-Variable Insurance | Chicago | IL | 06/2010 | 08/2017 |
| Keating & Associates, Inc | Chicago | IL | 04/2010 | 06/2017 |
| Barrett Wealth Connection Llc | Spring Grove | IL | 06/2017 | Present |
1) FORTNIGHTLY; NOT INVESTMENT RELATED; CHICAGO. IL; WOMEN'S LITERACY SOCIETY; START DATE 01/2007; EFFECTIVE 06/2026 VOLUNTEERING ON THE INVESTMENT COMMITTEE; APPROXIMATELY 1 HRS PER MONTH/ 30 MINUTES DURING SECURITIES TRADING HRS; VOLUNTEER 2) WOMEN'S BOARD OF RAVINIA FESTIVAL ASSOCIATION; NOT INVESTMENT RELATED; HIGHLAND PARK, IL; SINCE 01/2003; NON-PROFIT ORGANIZATION; APPROXIMATELY 1 HR OR LESS PER MONTH / 0 HRS DURING SECURITIES TRADING HRS; VOLUNTEER 3) PERSISTENT FINANCIAL STRATEGIES, LLC; NOT INVESTMENT RELATED: CHICAGO, IL: SINCE 08/01/2017; PUBLIC SPEAKING AND AUTHOR ON GENERAL FINANCIAL EDUCATION TOPICS; APPROXIMATELY 4 HRS PER MONTH / 1 HR DURING SECURITIES TRADING HRS 4) ROTARY CHICAGO FINANCIAL DISTRICT; NOT INVESTMENT RELATED; CHICAGO, IL; START DATE 01/2012; GLOBAL SERVICE ORGANIZATION; APPROXIMATELY 2 HRS PER MONTH / 2 HRS DURING SECURITIES TRADING HRS; VOLUNTEER 5) FRIDAY CLUB; NOT INVESTMENT RELATED; CHICAGO, IL; START DATE 06/2014; 2 HRS PER MONTH / 2 HRS DURING TRADING HRS (DURING MONTHS OF OCT-MAY); VOLUNTEER 6) SEXTON CONDOMINIUM ASSOCIATION; NOT INVESTMENT RELATED; CHICAGO, IL; START DATE 12/07/2023; 8 HRS PER MONTH / 8 HRS DURING TRADING HOURS; VOLUNTEER
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-06 |
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