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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-25 |
| IL | RA | APPROVED | 2017-10-23 |
Branch Locations
15915 Crystal Creek Drive Unit F, Homer Glen, IL 60491 • United States
Bluffton, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments | Orland Park | IL | 03/2009 | 10/2017 |
| Geneos Wealth Management Inc | Homer Glen | IL | 10/2017 | Present |
| Jwc Inc | Homer Glen | IL | 10/2017 | 01/2021 |
| John White & Co | Homer Glen | IL | 01/2021 | Present |
1) DBA - will work under JOHN WHITE & CO-non investment related business located at branch location-Income Tax Preparation. 2) Independent Rep with various insurance carriers for fixed insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-18 |
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