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444 N. York Street, Elmhurst, IL 60126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Chicago | IL | 07/2015 | 11/2020 |
| Betterment Llc | New York | NY | 11/2020 | 02/2024 |
| Sgl Financial, Llc | Buffalo Grove | IL | 02/2024 | 09/2025 |
| Fsr Wealth Management, Ltd. | Elmhurst | IL | 10/2025 | Present |
| Fsr Insurance Planning, Ltd. | Elmhurst | IL | 10/2025 | Present |
| Fsr Wealth Management, Ltd. | Elmhurst | IL | 11/2025 | Present |
FSR Insurance Planning, Ltd., Investment Related, 444 North York Street, Elmhurst, IL 60126, Insurance agency, Licensed Insurance Agent, 10/2025 to present, 20 hours/month, 20 hours/month during Business Hours, Insurance planning and implementation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-12 |
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