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101 E. Front Street Suite 102, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-28 |
| IL | RA | APPROVED | 2017-02-22 |
Branch Locations
101 E. Front Street Suite 102, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gmodelo Usa, Llc | Wheaton | IL | 06/2014 | Present |
| Global Beverage Team, Llc | Wheaton | IL | 01/2015 | 12/2016 |
| National Planning Corporation | Naperville | IL | 05/2016 | 01/2017 |
| National Planning Corporation | Naperville | IL | 04/2016 | 01/2017 |
| Mckenna Capital, Inc. | Wheaton | IL | 01/2017 | Present |
| Heart Capital, Llc | Wheaton | IL | 01/2018 | Present |
1) Heart Capital, LLC; investment-related;2206 N. Main Street #222, Wheaton, IL 60187; commodity fund; Member/ Advisor; January 2018 start date; 4 hours per month (all during trading hours); Charles Phillip McKenna is a principal of Heart Capital, LLC and in this capacity advises a commodity fund 2) Mr. McKenna also provides consulting for GModelo USA, LLC. Clients are not offered any services from this outside activity. Mr. McKenna spends a limited amount of time in this role.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2011-05-13 |
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