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Greensboro, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-07-16 |
Branch Locations
2700 S. River Road Suite 115, Des Plaines, IL 60018 • United States
Greensboro, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthony J. Madonia & Associates Ltd. | Des Plaines | IL | 10/1995 | Present |
| Trustee Empowerment & Protection, Inc. | Des Plaines | IL | 07/2016 | 07/2018 |
| Envision Financial Transparency, Llc | Greensboro | NC | 07/2018 | Present |
1.Downtown Family Office Services, LLC non-investment related, 2700 S. River Suite 115, Des Plaines, IL 60018, owner (37.5%), 06/07/2016, 24 hrs/month, advise clients in regards to their small business; 2.Downtown Business Advisors, LLC non-investment related, 2700 S. River Suite 115, Des Plaines, IL 60018, advise clients regarding their small business, owner (37.5%), 06/28/2016, 24 hrs/month, advise clients, draft documents, register agent, etc. 3.President / Owner; Anthony J. Madonia & Assoc., Ltd.; Investment related: No; Location:2700 S. River Road, Suite 115, Des Plaines, IL 60018; Description of the business: Law Firm with 7 attorneys and 16 people in total; Started: 1995-10-3; Hours devoted to business during trading hours: 35; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 95; 4.Principal; Trustee services; Investment related: No; Location:2700 S. River Road, Suite 115, Des Plaines, IL 60018; Description of the business: Provide trustee services for a few law firm clients; Started: 2015-01-01;Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 3;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-12 |
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