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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-23 |
| TX | RA | APPROVED | 2020-12-09 |
| MD | RA | APPROVED | 2001-07-24 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
12505 Park Potomac Ave Suite 700, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Wealth Management Llc | Gaithersburg | MD | 08/2000 | 02/2022 |
| Choreo, Llc | Peoria | IL | 02/2022 | Present |
Terry Lane, LLC: 103 Elma Drive, Newark, DE 19711. Started in 1998. This LLC owns single family homes and townhomes and rents to individuals. Devote 1% of my time to administrative duties, filing tax returns and strategic aquisition of property during non-securities trading hours. Position is Partner. North Campus, LLC: 103 Elma Drive, Newark, DE 19711. Started in 2007. This LLC owns single family homes and townhomes and rents to individuals. Devote 1% of my time to administrative duties, filing tax returns and strategic aquisition of property during non-securities trading hours. Position is Partner. Campusedge, LLC: 103 Elma Drive, Newark, DE 19711. Started in November 2010. This LLC develops raw land for mixed use project on the campus of the University of Delaware. Devote less than 1% of my time to management decisions. Position is Partner (25%). Campus Walk, LLC: 103 Elma Drive, Newark, DE 19711. This is a real estate investment in which I am a member (50% interest). I devote between 1-5 hours a month to this activity during business and non-business hours. Campus Walk II, LLC: 103 Elma Drive, Newark, DE 19711. Started in 2019. This is a real estate investment, an expansion of Campus Walk, LLC. This LLC has rental townhouses and I facilitate coordination of annual tax filings. Devote 1-5 hours a month to this activity during business and non-business hours. 50% Ownership.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-23 |
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