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389 William Latham R Senior Drive, Bourbonnais, IL 60914 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-25 |
| IN | RA | APPROVED | 2025-07-15 |
| CO | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED_RES | 2022-07-07 |
| IL | RA | APPROVED | 2021-05-11 |
Branch Locations
2404 E. Empire Street Suite 105, Bloomington, IL 61704 • United States
3015A Village Office Place, Champaign, IL 61822 • United States
9005 Overlook Blvd., Brentwood, TN 37027 • United States
8025 Wicker Ave Suite G, St. John, IN 46373 • United States
8400 E Crescent Parkway Suite 640, Greenwood Village , CO 80111 • United States
389 William Latham R Senior Drive, Bourbonnais, IL 60914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Insurance And Financial Services | Clifton | IL | 06/2006 | 09/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2016 | 09/2021 |
| Noble Wealth Management Inc Dba Wall Street Financial Group | Bourbonnais | IL | 10/2016 | 04/2020 |
| William C. Burnside & Company, Inc. | Danville | IL | 10/2016 | 06/2018 |
| Wall Street Financial Group, Inc. | Bourbonnais | IL | 06/2017 | 04/2020 |
| Rooted Wealth Advisors, Inc. | Bourbonnais | IL | 10/2016 | 11/2023 |
| Rooted Wealth Advisors | Bourbonnais | IL | 11/2023 | Present |
1. Chillie Inc; Non investment related; 1989 Indian Trail, Kankakee, Il 60901; Livestock supplement sales; Owner; 3/15/201; time devoted to this entity during trading hours: 0 Hours per month; Time devoted to this entity after trading hours: 4 hours per month// 2. Zach Gray, Author, Investment Related, 1521 N Convent St., Suite 800, Bourbonnais, IL 60914, Book Writing, Owner/Author, 10/6/2020, Approx. 1 hour/mo; 0 during trading.// 3. RAWK INC., Yes, investment related; 1989 Indian Trail, Kankakee, Il 60901; Marketing, business development, and planning; President; Start date: 10/2020; 50 HOURS/MONTH, 5 hours during trading// 4. 1989 Real Estate, LLC; not investment related; 1989 Indian Trail, Kankakee, Il 60901; Manager and Member/Owner; 02/08/2024; time devoted to this entity during trading hours: 0 Hours per month; 4 Hours per month//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-08 |
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