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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED_RES | 2026-03-03 |
Branch Locations
Park Ridge, IL • United States
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Chicago | IL | 11/2010 | 02/2026 |
| Agia | Houston | TX | 12/2022 | 02/2026 |
| Mcw Development, Llc | Park Ridge | IL | 09/2023 | 02/2026 |
| Lincoln Investment | Fort Washington | PA | 03/2026 | Present |
Blue Harbor Wealth Management, LLC Position: Manager/Sole Member Nature: Pass through for tax purposes, Marketing Investment Related: No Hours: 10 Securities Trading Hours: 5 Start Date: 2/9/2026 Address: 98 East Ave Park Ridge, IL 60068 Description: Review payroll, tax documents and business records. DBA for Lincoln business MCW Development, LLC Position: Manager Nature: Real Estate Investment Related: Yes Hours: 2 Securities Trading Hours: 1 Start Date: 1/1/2023 Address: 98 East Ave Park Ridge, IL 60068 Description: Owns real estate properties. My wife handles all the day to day operations. I only handle the finances for the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-07 |
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