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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2023-01-05 |
Branch Locations
6363 Poplar Avenue Suite 440, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resource Management, Inc. : 148305 | Memphis | TN | 10/2008 | 12/2022 |
| Arete Wealth Management | Chicago | IL | 01/2009 | Present |
| Arete Wealth Advisors, Llc | Chicago | IL | 01/2023 | Present |
INSURANCE AGENT- SAME LOCATION AS ABOVE NOT INVESTMENT RELATED AS NEEDED BASIS. TRUSTEE - JOE DAVID MEALS IRREVOCABLE TRUST. WORSHIP PLANNING CONSULTANT - FIRST EVANGELICAL CHURCH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-21 |
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