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855 East Golf Road, Suite 2128, Arlington Heights, IL 60005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2007-01-12 |
Branch Locations
855 East Golf Road, Suite 2128, Arlington Heights, IL 60005 • United States
7036 Kingsmill Court, Springfield, IL 62711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David M. Marlett, Cpa | Springfield | IL | 07/1987 | Present |
| First Heartland Capital Inc | Lake St. Louis | MO | 01/2007 | Present |
| Signature Financial Services, Ltd | Arlington Heights | IL | 01/2007 | Present |
MARLETT, WHEELER AND CO LTD. Not investment related. President. TAX, ACCOUNTING & AUDITING. Start 7/1/87. SIGNATURE FINANCIAL SERVICES LTD. Investment related. IAR. Investment advisory services. Start 1/1/07. CROSSVILLE CONSOLIDATED COMMUNICATIONS INC. Not investment related. BOARD MEMBER. Start 2/6/14. STX Group LLC. Not investment related. Board member, wireless communications company related to other now ended OBA SI Wireless Inc. Start 10/1/20. CrossLink Wireless Inc. Not investment related. Board member, secretary, treasurer. Wireless communications company. This co owned by Crossville Consolid Communications, Inc. Start Date 12/15/20 CrossLink Long Distance Inc. Not investment related. Board member, secretary, treasurer. Wireless communications company. This co owned by Crossville Consolid Communications, Inc. Start Date 12/15/20 Crossville Telephone Company, Inc. Not investment related. Board member, secretary, treasurer. Wireless communications company. This co owned by Crossville Consolid Communications, Inc. Start Date 12/15/20.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
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