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745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-05-12 |
| TX | RA | APPROVED_RES | 2015-11-05 |
| IL | RA | APPROVED | 2004-04-30 |
Branch Locations
745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 4Wealth Financial Group, Llc | Burr Ridge | IL | 12/2012 | Present |
| 4Wealth Advisors, Inc. | Burr Ridge | IL | 12/2012 | Present |
1.4WEALTH INSURANCE GROUP, LLC, YES, 745 MCCLINTOCK DRIVE, SUITE 150, BURR RIDGE, IL 60527, AGENT/OWNER, 8, 1, 12/2012, FIXED LIFE INSURANCE, ANNUITIES, AND HEALTH INSURANCE. 2. 4WEALTH CPAS, LLC, NO, 745 MCCLINTOCK DRIVE SUITE #150 BURR RIDGE, IL 60527, OWNER, 2012, 79, 4, PRESIDENT IN AN ACCOUNTING AND TAX PRACTICE. 3. 4WEALTH ADVISORS, LLC, YES, 745 MCCLINTOCK DRIVE, SUITE 150, BURR RIDGE, IL 60527, IAR, 40, 4, 11/04/2003, FEE BASED INVESTMENT ADVISORY SERVICES. 4. 4WEALTH MARKETING, LLC, YES, 745 MCCLINTOCK DRIVE, SUITE 150, BURR RIDGE, IL 60527, OWNER, 1/12/2022, 16, 5, MARKETING SERVICES FOR RELATED COMPANIES AND OUTSIDE BUSINESSES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-03 |
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