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300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2014-06-05 |
| IL | RA | APPROVED | 2012-07-30 |
Branch Locations
300 N. Milwaukee Avenue, Vernon Hills, IL 60061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baxter Credit Union | Vernon Hills | IL | 01/2012 | Present |
| Bcu Wealth Advisors, Llc | Vernon Hills | IL | 03/2012 | Present |
2012-PRESENT: BAXTER CREDIT UNION/VERNON HILLS, IL/INVESTMENT RELATED/ASSOCIATE DIRECTOR, WEALTH MANAGEMENT/MAY INVOLVE UP TO 160 HRS PER MONTH, INCLUDING MARKET HOURS. 2002-PRESENT: INSURANCE AGENT/VARIOUS UNAFFILIATED CARRIERS/VERNON HILLS, IL/INSURANCE RELATED/AGENT/MAY INVOLVE FIVE PERCENT OR LESS TIME EACH MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-20 |
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