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565 Fox Glen Ct., Barrington, IL 60010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2021-05-28 |
| IL | RA | APPROVED | 2021-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Lake Zurich | IL | 09/2014 | 01/2019 |
| Simplified Wealth Management, Llc | Barrington | IL | 01/2021 | Present |
| Simplified Wealth Management, Llc | Barrington | IL | 12/2020 | Present |
| Signal Hill Partners, Llc | Barrington | IL | 08/2019 | Present |
| Mjg Construction, Llc | Barrington | IL | 01/2019 | Present |
| Auburn Group, Llc | Barrington | IL | 12/2010 | 12/2024 |
| Our Family Office, Llc | Barrington | IL | 05/2021 | Present |
Signal Hill Partners; Barrington, IL; Non-Investment Related; Office Manager/Managing Member; Administrative work; Approximately 5-10 hours per month; No hours during securities trading hours; Started 08/2019. MJG Construction, LLC; Barrington, IL; Non-Investment Related; Office Manager; Construction; Spends approximately 20% of her time on this activity; Started 01/2019. Our Family Office, LLC; Barrington, IL; Investment Related; Managing Member/Insurance Agent; Fixed Insurance Sales; Spends approximately 10% of her time on this activity; Started 05/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-01 |
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