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Glen Ellyn, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smr Strategic Investments, Llc | Glen Ellen | IL | 03/2022 | Present |
| Smr Crescent Llc | Glen Ellyn | IL | 08/2018 | 03/2022 |
| Shawn M. Roberts Trading Company | Glen Ellyn | IL | 01/2011 | 11/2018 |
SMR Crescent LLC This is a real estate business. I co-own and manage a strip mall. It is 401-421 W. Crescent Blvd., Lombard, IL 60148. I am the President of the LLC. We purchased the building in August 2018. I devote about 8 hours a month to that business. The amount of hours that I devote to that business during trading hours would be estimated at 2 hours per month. My duties Include tenant management, property management, negotiating leases, and paperwork. Glen Ellyn Library Foundation, Assistant Treasurer I assist in investment decisions, as well as helping with financial reports and monitoring donations and expenses. 400 Duane Street, Glen Ellyn, IL 60137 Start Date January 2025 I spend 4 hour per month on my duties. On average, one of those hours is during securities trading hours. This is a volunteer, non-paid position. We help raise money for projects for the Glen Ellyn Public Library.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-21 |
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