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117 East Fourth Street, Covington, KY 41011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edge Portfolio Management, Llc | Wheaton | IL | 09/2006 | Present |
| Alpha Cubed Investments, Llc | Irvine | CA | 09/2015 | 09/2017 |
| Arbor Financial Services, Llc | Downers Grove | IL | 09/2019 | 08/2021 |
| Legacy Financial Advisors, Inc. | Covington | KY | 08/2024 | Present |
The other business in Investment related. Since September of 2006, I have been Chief Investment Officer and Partner for Edge Financial Advisors, LLC , an RIA Firm. The address is 1776A S. Naperville Rd, Suite 102, Wheaton, IL 60189. I devote aprox. 240 hours per month to the other business. I devote approx. 160 hours per month to the other business during securities trading hours. A brief description of my duties for the other business is Chief Investment Officer, financial planning, trading, portfolio construction, economic and investment research and client relationship management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-03 |
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