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1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-07 |
Branch Locations
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Colorado Springs, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 12/2010 | 08/2018 |
| Ftj Fundchoice, Llc | Hebron | KY | 09/2018 | 09/2019 |
| T Rowe Price | Colorado Springs | CO | 05/2020 | 08/2020 |
| Paycor | Norwood | OH | 09/2019 | 04/2020 |
| Liberty One Investment Management, Llc | Libertyville | IL | 11/2023 | Present |
| Unemployed | Colorado Springs | CO | 08/2020 | 11/2020 |
| Solomon Admissions Consulting | New York | NY | 01/2021 | 10/2023 |
| Ups | Colorado Springs | CO | 11/2020 | 12/2020 |
1.) John Crowell 3D Printing; Not investment related; Colorado Springs, CO; Sole proprietor; Design 3D printable objects, occasionally for sale; Start date 08/2020; Approximately 10 hours/month with all hours outside of securities trading hours. 2.) John Crowell Reselling; Not investment related; Colorado Springs, CO; Sole proprietor; Make purchases at local auctions to resell locally and through online sites like eBay; Start date 08/2020; Approximately 10 hours/month with all hours outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-11 |
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