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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-03 |
Branch Locations
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Inverness | IL | 05/2005 | 12/2024 |
| Wealth Management Group, Llc | Inverness | IL | 05/2022 | Present |
| Private Client Services | Inverness | IL | 12/2024 | Present |
1) Crowley Family Farm LLC. 395 Cary Algonquin Road, Cary, IL 60013. A 15,000 square foot strip mall with 7 tenants. Manager/President. Manage the property. 8 hrs/mo; 0 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-26 |
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