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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| IL | RA | APPROVED | 2025-01-24 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cabot Lodge Securities | Chicago | IL | 09/2019 | 03/2020 |
| Ifs Securities | Chicago | IL | 01/2019 | 09/2019 |
| Fourstar Wealth Advisors | Chicago | IL | 06/2020 | 11/2020 |
| David A. Noyes | Chicago | IL | 08/2014 | 11/2018 |
| Terrana Group | Chicago | IL | 12/2020 | 03/2021 |
| Allied Elite Financial | Tucson | AZ | 03/2021 | Present |
| Kirchner Financial Group | Chicago | IL | 11/2022 | Present |
Uber, non-investment related, Chicago, IL, driving, Driver, 6/2017, 10-20 hours per month, zero hours during trading hours, drive people to where they need to go, I work with Allied Elite Financial as an agent, and go out to meetings with prospective clients, that are set up by the account executives at the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-08 |
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