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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
Branch Locations
6710 Professional Parkway Suite 205, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fehr Accounting & Tax Services, Inc | Chatham | IL | 08/2009 | 12/2016 |
| Freedom Financial Group, Llc | Chatham | IL | 04/2013 | 01/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 08/2014 | 03/2017 |
| Freedom Financial Wealth Management Llc | Springfield | IL | 03/2017 | 04/2019 |
| Lion Street Advisors | Springfield | IL | 04/2019 | 07/2020 |
| Arete Wealth Management Llc | Chicago | IL | 07/2020 | Present |
| Arete Wealth Advisors Llc | Chicago | IL | 07/2020 | Present |
| Freedom Financial Wealth & Tax Llc | Chatham | IL | 01/2024 | Present |
Freedom Financial Wealth & Tax LLC; NOT INV-RELATED; 6151 Lake Osprey Dr Suite 300, SARASOTA FL 34240; Annuity and INSURANCE SALES and Tax Advisor; START 04/2014; 100 HRS/MO; 60 HRS/MONTH DURING TRADING. KUORUM PARTNERS LLC: INSURANCE SALES; AGENT; 6151 LAKE OSPREY DR SUITE 300, SARASOTA FL 34240; START DATE = 12/2022; 10 HRS/MTH; WHOLESALING PREMIUM FINANCE LIFE INSURANCE. SELLING THE SUNCOAST LLC: REAL ESTATE AGENT; PARTNER; 6151 LAKE OSPREY DR SUITE 300, SARASOTA FL 34240; START DATE = 11/2022; 3 HRS/MTH; CREATE/REVIEW SALES CONTRACTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-24 |
| S65 | Uniform Investment Adviser Law Examination | 2014-07-10 |
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