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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 | 2015-04-17 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Voyager Group, Ltd | Joliet | IL | 12/2007 | Present |
| Lincoln Investment Planning, Inc. | Joliet | IL | 07/2011 | Present |
| The Voyager Group | Joliet | IL | 05/2007 | Present |
| Isagenix | Chandler | AZ | 07/2014 | Present |
The Voyager Group POSITION: Agent NATURE: Life Insurance and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2007 ADDRESS: 2571 Division St, Joliet, IL, 60435 DESCRIPTION: If a client is interested in life insurance we do that for them. Also, some clients prefer safer products such as fixed annuities and we do that for them as well. PROSISE CONSULTING, INC. POSITION: owner NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2023 ADDRESS: 1212 Ryehill Ct, Joliet IL 60431, United States DESCRIPTION: DBA for Lincoln business. Through Lincoln, I will help people consolidate their student loans if necessary and also help them pick the most beneficial repayment plan for their student loans. I will also help them with forgiveness programs as well. NATIONAL TAX-DEFERRED SAVINGS ASSOCIATION POSITION: Vice President NATURE: Financial Advocacy (Non-Profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 4401 N. Fairfax Dr, Suite 600, Arlington VA 22203, United States DESCRIPTION: Leadership council governs the NTSA and makes policy decisions for NTSA. We meet monthly and discuss current situations and ways to remedy them. As Vice President I still perform the same duties. Estate Planning Council of Joliet Position: Treasurer & Board Member Nature: Non-Profit Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 5/13/2021 Address: 2801 West Jefferson , Joliet, IL 60435 Description: - collect annual dues from members. Pay the bill for the monthly dinner from the funds of the group.-The organization fosters cooperation among attorneys, CFA's, CFP's, trust officers, and advisors for estate planning purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-18 |
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