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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-13 |
| IL | RA | APPROVED | 2020-06-17 |
Branch Locations
3333 Finley Rd Ste 500, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 07/2013 | 11/2017 |
| The Huntington Investment Company | Naperville | IL | 12/2017 | 06/2020 |
| Principal Life Insurance Company | Downers Grove | IL | 06/2020 | 02/2026 |
| Principal Securities Inc | Downers Grove | IL | 06/2020 | Present |
***Fixed Insurance; Investment Related; Downers Grove, IL; Agent; Life, Annuity, DI, LTC, Health; Start Date: 06/16/2020; 2 hrs per month; 2 during trading hours. INSPIRE THERAPEUTIC SERVICES. LLC POSITION: Practice Manager NATURE: Manager INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2022 ADDRESS: 2135 City Gate Ln, Ste 300, Naperville IL 60563, United States DESCRIPTION: Practice Manager, responsibilities include the use of technological tools and solutions including EMR, metrics reporting, customer service, oversees the budget, billing, and related revenue cycle. services. My wife Dr. Ednalice Pagan-Romney, PsyD who passed away on March 16th, 2022 was the owner of Inspire Therapeutic Services, LLC. I'm planning on passing ownership to another provider since is a Professional LLC. and maintain administrative support to the business on non-trading hours. B H PRACTICE MANAGEMENT, LLC POSITION: Practice Manager - Member NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2023 ADDRESS: 3532 Fletcher Ln, Aurora IL 60506, United States DESCRIPTION: Owner of B H Practice Management, LLC which provides Practice Management to Behavioral Health provider. Responsibilities include the use of EMR, metrics reporting, customer service, oversees budget, billing, related revenue cycle, and practice consulting. My wife Dr. Ednalice Pagan-Romney, PsyD passed away on March 15th, 2022, was the owner of Inspire Therapeutic Services, LLC, ownership was transferred to another provider since is a Professional LLC and B H Practice Management will continue to maintain administrative support to the business on non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-15 |
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