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8437 Northern Ave, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-25 |
| CA | RA | APPROVED | 2026-05-04 |
| CO | RA | APPROVED | 2026-05-04 |
| IL | RA | APPROVED | 2026-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Financial Advisors | Chicago | IL | 08/2000 | 02/2021 |
| The Mather Group, Llc | Chicago | IL | 02/2021 | 10/2023 |
| Unemployed | Wilmette | IL | 10/2023 | 05/2026 |
| Bates Financial Advisors, Inc. | Rockford | IL | 05/2026 | Present |
Fiduciary Wealth Advisors LLC Investment Advisory Firm SAME ADDRESS Managing Member 03/2026 0 hours/month 0 hours during securities trading hours 0 duties related to this business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-15 |
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