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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-01-27 |
| CA | RA | APPROVED | 2023-01-09 |
Branch Locations
5470 Kietzke Lane Suite 357, Reno, NV 89511 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2002 | 02/2017 |
| Enso Wealth Management | Lafayette | CA | 02/2017 | 01/2023 |
| Trabd Llc | Lafayette | CA | 04/2021 | 12/2022 |
| 89 North Rentals Llc | Truckee | CA | 07/2020 | Present |
| Choreo, Llc | Minneapolis | MN | 01/2023 | Present |
Highland Capital Brokerage, Inc. , 3535 Grandview Parkway, Suite 600, Birmngham, AL 35242; investment related business, Insurance Agent, started in 2017, devotes less than 1 hour per month during securities trading hours. Duties are related to new insurance products for clients. 89 North Rentals LLC not investment-related private residence in Truckee, CA recreation rentals Manager 07/16/2020 2 hours per month 0 hours during trading hours help coordinate trailer (rental) delivery and storage
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-28 |
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