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La Grange Park, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Levin Funding Group | Tucson | AZ | 03/2015 | 07/2019 |
| Vindico, Inc. | La Grange Park | IL | 12/2014 | Present |
| Galvanize Wealth Llc | La Grange Park | IL | 07/2019 | Present |
| Ozo Development | Phoenix | AZ | 09/2018 | Present |
VINDICO, INC. FIXED INSURANCE SALES / BUSINESS & ESTATE CONSULTING 511 DOVER AVENUE, LA GRANGE PARK, IL 60526 PRESIDENT DECEMBER 2014 TO PRESENT DEVOTES 20 HOUR PER MONTH DUTIES. DEPENDING ON NEEDS, FACTS AND CIRCUMSTANCES, CLIENTS CAN BE PROVIDED WITH LIFE AND DISABILITY INSURANCE PRODUCT SOLUTIONS FROM VARIOUS COMPANIES, AND/OR BUSINESS AND ESTATE CONSULTING SERVICES. OZO DEVELOPMENT, LLC SOFTWARE DEVELOPMENT AND SALES 515 E GRANT STREET, SUITE 150, PHOENIX AZ 85004 CHIEF FINANCIAL OFFICER & CO-FOUNDER SEPTEMBER 2018 TO PRESENT DEVOTES 20 HOURS PER MONTH, OUTSIDE OF TRADING HOURS DUTIES: FINANCIAL MODELING, STRATEGY, BUDGETING, BOOKKEEPING, ADMINISTRATIVE INSURANCE AGENT WITH VARIOUS INSURANCE COMPANIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-15 |
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