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2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2010-01-11 |
Branch Locations
2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clearwater Capital Partners, Llc | Hoffman Estates | IL | 03/2013 | 07/2018 |
| Clearwater Capital Partners, Llc | Hoffman Estates | IL | 03/2013 | Present |
| Clearwater Capital Partners | Hoffman Estates | IL | 07/2018 | 01/2025 |
| Clearwater Capital Partners | Hoffman Estates | IL | 01/2025 | Present |
Clearwater Capital Insurance, LLC DBA CLEARWATER CAPITAL PARTNERS, LLC. NON-INVESTMENT RELATED. 2800 W HIGGINS ROAD, SUITE 1025, HOFFMAN ESTATES, IL 60169. INSURANCE AGENCY (LIFE, LONG TERM CARE AND HEALTH), AGENT SINCE 10/18/2010. JEFFREY SPENDS APPROXIMATELY 10 HOURS PER MONTH ON THIS BUSINESS, APPROXIMATE 5 OF WHICH ARE DURING SECURITIES TRADING HOURS. JEFFREY'S ROLE IS TO PLACE INSURANCE PRODUCTS FOR CLIENTS IN ACCORDANCE WITH THEIR OVERALL WEALTH MANAGEMENT PLAN AND NEEDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-04 |
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