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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-21 |
Branch Locations
3450 Montgomery Road Unit 7, Aurora, IL 60504 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Oak Brook | IL | 05/2016 | 08/2018 |
| World Financial Group, Inc. | Oak Brook | IL | 05/2015 | 05/2017 |
| Financial & Tax Architects, Inc. | St Louis | MO | 09/2018 | 03/2019 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 03/2019 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES; 2019; APPROX 80 HOURS/WK DURING TRADING HOURS; SELLING INSURANCE AND ANNUITIES. 4P PROPERTIES; NOT INVESTMENT RELATED; RENTAL PROPERTIES; 01/2016; APPROX 5 HOURS/MONTH DURING BUSINESS HOURS; MANAGE RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-18 |
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