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4722 Main Street, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Financial Network | Newark | DE | 02/2007 | 03/2020 |
| Nationwide Securities, Llc | Hagerstown | MD | 08/2008 | 03/2020 |
| New York Life Insurance Company | Pittsburgh | PA | 03/2020 | 08/2024 |
| Nylife Securities Llc | Pittsburgh | PA | 04/2020 | 05/2023 |
| Eagle Strategies Llc | Pittsburgh | PA | 04/2020 | 05/2023 |
| American Trust Investment Services, Inc. | Los Angeles | CA | 05/2023 | Present |
| Soar Financial Llc | Murfreesboro | TN | 09/2024 | 06/2026 |
| Sole Proprietor | Hagerstown | MD | 02/2007 | Present |
| Clark & Clark Inc. | Hagerstown | MD | 10/2000 | Present |
| Antietam Enterprise, Llc | Hagerstown | MD | 01/1996 | Present |
| Chicago Capital Management Advisors, Llc | Lisle | IL | 06/2026 | Present |
1. ANTIETAM ENTERPRISE, LLC; OWNS RENTAL PROPERTIES; MANAGING MEMBER/OWNER; STARTED 01/1996; APPROX 5 HRS/MO; MAY OCCUR DURING MARKET HOURS; NOT INVESTMENT RELATED 2. INSURANCE PRODUCING AGENT; LIFE, VARIABLE & HEALTH; INSURANCE AGENT; STARTED 06/2001; APPROX 5 HRS/MO; MAY OCCUR DURING MARKET HOURS; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-28 |
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