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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-13 |
| FL | RA | APPROVED | 2026-02-13 |
| IL | RA | APPROVED | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2025-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Investors Distribution Company | New York | NY | 04/2015 | 12/2021 |
| Brighthouse Securities, Llc | Waxhaw | NC | 03/2017 | 12/2021 |
| Arete Wealth Management Llc | Chicago | IL | 01/2022 | Present |
| Arete Wealth Advisors Llc | Chicago | IL | 01/2022 | Present |
THE BIER SHED LLC: STORAGE SHED; 232 3RD ST N SUITE 202, LACROSSE WI 54601; NOT INVESTMENT RELATED; START DATE = 06/2020; 0 HRS/MTH. BURK AND CARLSON LLC: OWNS PFS WEALTH MANAGEMENT AND PERSONAL WEALTH STRATEGIES; PARTNER; 160 HRS/MTH; INVESTMENT RELATED; START DATE = 12/2021. PFS WEALTH MANAGEMENT: REGISTERED INVESTMENT ADVISOR; PARTNER; 240 HRS/MTH; INVESTMENT RELATED; START DATE = 01/2022. INSURANCE AGENT: FIXED ANNUITIES & FIXED/TERM LIFE INSURANCE; 10 HRS/MTH; NOT INVESTMENT RELATED; START DATE = 01/2022. USSA ALPINE SKI COACH: WINTER MONTHS ONLY; NOT INVESTMENT RELATED; START DATE = 06/2023. SPEAKER: INSURANCE & ANNUITY BUSINESS RELATED TOPICS; 1 HR/MTH; NOT INVESTMENT RELATED; START DATE = 05/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-23 |
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