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Brookfield, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning | Brookfield | IL | 08/2016 | 10/2017 |
| Companions On Your Journey | Brookfield | IL | 01/2018 | Present |
I am a consultant to the law firm Clancy & Associates. I provide Social Security, Medicaid (including Medicaid waiver) analyses to firm clients. Through my non-RIA LLC, Pathways to Benefits, I provide Social Security, Medicaid and Medicare analysis to clients for whom I perform NO investment management or financial planning services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 2003-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-21 |
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