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900 Technology Way Suite 130, Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-10-17 |
Branch Locations
900 Technology Way Suite 130, Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inspirion Wealth Advisors Llc | Libertyville | IL | 11/2012 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2012 | 01/2020 |
1. 1PLUS CHARITY; NOT INVESTMENT RELATED; 3001 GREEN BAY RD, BLDG 9, ROOM 100, NORTH CHICAGO, IL 60048; CARE FOR DISABLED VETS RECEIVING DISABILITY BENEFITS; BOARD MEMBER; STARTED 11/1/2014; 2-3 HRS PER MONTH, NONE DURING TRADING HRS; PLAN FUNDRAISERS AND SPREAD THE WORD ABOUT THE CHARITY; 2. ST LAWRENCE EPISCOPAL CHURCH; NOT INVESTMENT RELATED; 125 W. CHURCH ST., LIBERTYVILLE, IL; ASST WARDEN-2 YR TERM, LEADERSHIP POSITION OF CHURCH; WARDEN; START 1/1/2015; 3-4 HRS PER MONTH, 0-1 HRS DURING TRADING HRS; MEET WITH LEADERSHIP GROUP TO PLAN ACTIVITIES CHARITABLE FUNCTIONS AND BUDGETING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-17 |
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