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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-04 |
| IN | RA | APPROVED | 2023-08-04 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-08-04 |
| IN | RA | APPROVED | 2023-08-04 |
Branch Locations
Saint John, IN • United States
500 Water Edges Lane Suite 150, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Houston | TX | 01/2008 | 07/2023 |
| Agia | Houston | TX | 12/2022 | 08/2023 |
| Lincoln Investment | Fort Washington | PA | 07/2023 | Present |
| Capital Analysts | Fort Washington | PA | 08/2023 | Present |
WEALTHGUIDE ADVISORS LLC POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 08/04/2023 ADDRESS: 500 Waters Edge Lane, Suite 150, Lombard IL 60148, United States DESCRIPTION: Life and Long Term Care insurance sales and fixed annuities. THG FINANCIAL POSITION: Agent NATURE: Non-Variable insurance sales (fixed life, fixed annuities, health and long-term care insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 9 START DATE: 05/06/2024 ADDRESS: 100 Tri-State International, Suite 145, Lincolnshire IL 60069, United States DESCRIPTION: Non-Variable insurance sales (fixed life, fixed annuities, health and long-term care insurance) NFMB, LLC Position: Founder Nature: Tax/Accounting Purposes Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 8/4/2023Address: 500 Waters Edge, Suite 150 Lombard, IL 60148 Description: Journal Lincoln compensation through it for tax/accounting purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-16 |
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