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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-07 |
| GA | RA | APPROVED | 2024-10-21 |
| WA | RA | APPROVED | 2024-08-01 |
| MN | RA | APPROVED | 2024-03-27 |
| MD | RA | APPROVED | 2023-07-03 |
| AZ | RA | APPROVED | 2023-04-04 |
| WI | RA | APPROVED | 2023-03-31 |
| NC | RA | APPROVED | 2022-02-18 |
| IN | RA | APPROVED | 2021-05-20 |
| FL | RA | APPROVED | 2021-02-25 |
| DE | RA | APPROVED | 2020-11-30 |
| CA | RA | APPROVED | 2020-11-25 |
| CO | RA | APPROVED | 2020-09-30 |
| OH | RA | APPROVED | 2020-08-16 |
| IL | RA | APPROVED | 2008-10-06 |
Branch Locations
425 N Martingale Road Suite 1220, Schaumburg, IL 60173 • UNITED STATES
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
1801 S. Meyers Road Suite 100, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American General Securities Incorporated | Lombard | IL | 10/2002 | Present |
| Aig American General Life Insurance Company | Lombard | IL | 10/2002 | Present |
| World Equity Group | South Barrington | IL | 10/2008 | Present |
1. First Financial Services, Investment Related, Started 5/1/2010, Approx. 20 hrs./mo., only 4 during trading hours, 100 Spectrum Center Dr., Ste. 400, Irvine, CA 92618, Nature: Principal Member with and fractional owner of New First Financial Resources, 100% member-owned life insurance distribution group, Position: Principal/Consultant, Duties: Life Insurance Sales, Consultation of Life Insurance design and statistical modeling, serving on committees for life insurance and technology evaluations. 2. Benefits Consultant for ISSA, Investment Related, Started 6/01/2020, Approx. 6 hrs./mo., 3 during trading hours, 1801 S Meyers Rd, Suite 100, Oakbrook terrace, IL 60181; Nature: Procurement of Life Insurance, 401(k) and other retirement plans to the association for the benefit of the membership. Interaction is mostly with the Vendors and the association itself via company email. Educational seminars, though the vendor will do most of those.; Posn: Member Employee Benefits Advisor, Duties: Vet the offering and be the rep of record. Vestwell is the provider for the 401(k) and they will pay comp to me via WEG. 3. Infinity Wealth Management, LLC, - DBA, Investment Related, Started 05/012005, Approx. 120 Hrs./mo., all during trading hours,(120 Hrs.) 1801 S Meyers Rd, Suite 100, Oakbrook terrace, IL 60181; Nature: DBA under which we do our securities Business, Financial advising, registered rep and IAR business is all done through this entity. Position: Managing Partner, Duties: Life insurance sales, securities, IAR, Planning and related activity. 4. Student Loan Assistance, Not investment related, Started 6/1/2020, Approx 1 hr/mo, all during trading hours, 1801 S Meyers Rd, Suite 100, Oakbrook terrace, IL 60181; , Nature: Finding Avenues for student loan relief for clients. Company that provides the program is GotZoom (www.gotzoom.com), Position: Agent/Referral source, Duties: Working with clients, the subject of student loans comes up. I have identified companies that can provide refinancing or even relief from the burden of these loans. I provide the client with the information to get the process started and the companies take it from there. There is no sales involved. 5. STREFNER FINANCIAL SERVICES INC, Investment Related, Started 6/1/1996, Approx. 80 hrs/mo, only 4 during trading hours, 1801 S Meyers Rd, Suite 100, Oakbrook terrace, IL 60181; INDEPENDENT INSURANCE SALES/ESTATE PLANNING - This is the corp that I hold that is the partner to Infinity Wealth Management, LLC, Position: Active owner/Agent/Rep, Duties: at this point, the Corp. is not advertised or used in the public in any way. It was in existence before IWM was formed. At the advice of tax counsel, it was recommended to structure IWM as 50/50 LLC with Strefner Financial and Straley Ent. Inc. SFS, Inc. does not hold itself out to the public in any way. 6. PF Partners; Not investment Related; 1801 S Meyers Rd, Suite 100, Oakbrook terrace, IL 60181; Nature: A fledgling FinTech firm that has software and services being developed to track Premium Financed General Account Life Insurance cases that have been neglected in the insurance industry. Target for this service are Insurance Agents who no longer can service their book or life carriers who have agents that no longer service their book; Posn/Title/Relationship: Consultant/Partner; Start Date: 06/13/2023; Approx. Hrs./Month: 1 Hr.; Hrs. during trading: ZERO; Duties: Advisory role. Hope to be an investor at some point. No compensation at this point. 7. Sum Growth, Inc.; Not investment related; 11536 Riviera Pl NE, Seattle, WA, 98125; Nature: Company that is developing software deigned to aggregate statistical data about the markets and the economy and try to use AI; Posn: Advisory and Board Member; 12/01/23; 5Hrs/Zero Hrs; Duties: To provide an investment professional's viewpoint.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-14 |
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