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1945 Pleasant Hill Ln, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-03 |
| IL | RA | APPROVED | 2018-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ausdal Financial Partners, Inc | Davenport | IA | 04/2016 | 03/2018 |
| Momentum Fintech Llc | Lisle | IL | 01/2018 | Present |
1) TAIWANESE AMERICAN CHAMBER OF COMMERCE OF GREATER CHICAGO (TACCGC); INVESTMENT RELATED: NO; 106 WESTMORLAND, NAPERVILLE, IL 60540; TO PROMOTE, ASSIST, AND BUILD NETWORK FOR LOCAL MEMBERS OF TACCGC. TREASURER; ACTIVITY WILL BEGIN 6/29/2016; I AM CURRENTLY A MEMBER OF THIS ORGANIZATION; I WILL DEVOTE 4 HOURS PER MONTH TO THIS ACTIVITY NONE DURING TRADING HOURS; I WILL BOOK AND PREPARE QUARTERLY STATEMENTS FOR TACCGC; I AM NOT COMPENSATED FOR THIS POSITION. 2) FRIENDS OF TAIWAN FOUNDATION; POSITION TITLE: BOARD MEMBER; INVESTMENT RELATED: NO; LOCATION: 401 N. WABASH AVE. , CHICAGO IL 60611; DESCRIPTION OF THE BUSINESS: CHARITY NON PROFIT 501(C)(3) ORGANIZATION. THE FRIENDS OF TAIWAN FOUNDATION IS A SECULAR, APOLITICAL, AND NON-PROFIT ORGANIZATION THAT AIMS TO PROMOTE A FRIENDLY RELATIONSHIP BETWEEN THE PEOPLE OF THE UNITED STATES AND TAIWAN THROUGH VARIOUS CULTURAL AND COMMUNITY APPRECIATION ACTIVITIES.; RESPONSIBILITIES DUTIES: TO PROMOTE A FRIENDLY RELATIONSHIP BETWEEN THE PEOPLE OF THE UNITED STATES AND TAIWAN THROUGH VARIOUS CULTURAL AND COMMUNITY APPRECIATION ACTIVITIES; START DATE WITH THE BUSINESS: 2021-06-28; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1. 3) OVERSEAS COMMUNITY AFFAIR COUNCIL, TAIWAN; COUNCIL MEMBER; INVESTMENT RELATED: NO; LOCATION: 55 E. 63RD. WESTMONT, IL 60559; DESCRIPTION OF THE BUSINESS: PROMOTE TAIWAN'S CULTURE, MUSIC, ART, LANGUAGE, AND COMMUNITY SERVICE; RESPONSIBILITIES DUTIES: PROMOTE TAIWAN'S CULTURE, MUSIC, ART, LANGUAGE, AND COMMUNITY SERVICE; START DATE WUTH THE BUSINESS: 2021-06-01; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1. 4) TEAM TAIWAN FOUNDATION; INVESTMENT RELATED: NO; 1945 PLEASANT HILL LLN LISLE IL 60532; PRESIDENT; RESPONSIBILITIES DUTIES: NOTHING SPECIFIC OR IMPORTANT. PROMOTE EDUCATION, LANGUAGE, AND CULTURAL EXCHANGE; 2024-09-30; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-06 |
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