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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-21 |
| IL | RA | APPROVED | 2009-01-02 |
Branch Locations
33 W. Higgins Road Suite 2050, South Barrington, IL 60010 • United States
427 N Kirk Rd Ste 101, Geneva, IL 60134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | South Barrington | IL | 05/2003 | Present |
| Heritage Partners, Inc. | S. Barrington | IL | 07/2006 | Present |
| Raymond James Financial Services Advisors, Inc | South Barrington | IL | 01/2009 | Present |
(1)Name of Business: Bridgewater Equity Group, LLC Address: 407 Timber Ridge Dr, Bartlett, IL, 60103, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/21/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Similar to the other LLC I established with Erik Kasuba, the primary role will be to buy real estate, rehab them, and rent them out. (2)Name of Business: Heritage Partners, Inc. Address: 33 W. Higgins Rd Suite 2050, South Barrington, IL, 60010, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/31/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: co-owner (3)Name of Business: Wellington Equity Group, LLC Address: 407 Timber Ridge Dr, Bartlett, IL, 60103, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/08/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buying real estate properties with the intent of renting them out, also potentially flipping a property if the opportunity presents itself
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-22 |
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