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820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-06-24 |
Branch Locations
820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Partners, Llc | Lake Geneva | WI | 06/2016 | Present |
CALVERT TAX & BOOKKEEPING SERVICES 210 N TREMONT STREET KEWANNEE, IL 61443 SOLE PROPRIETORSHIP NATURE OF BUSINESS: CPA FIRM, ACCOUNTING, PAYROLL, AUDITS, TAX PREP TITLE: TAX PREPARER DUTIES: INDIVIDUAL TAX PREPARER PERCENT OF TIME: 20% COMPENSATION: N/A DBA Only: First Financial Investment Advisors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-10 |
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