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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-03 |
Branch Locations
636 W. Jefferson St. Suite 5, Morton, IL 61550 • United States
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifeguard Retirement Planning | Morton | IL | 08/2007 | Present |
| Horter Investment Management | Cincinnati | OH | 09/2018 | 04/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 05/2019 | 06/2022 |
| Peace Of Mind Wealth Management | Brighton | MI | 06/2022 | Present |
The Name of the other business: Lifeguard Retirement Planning Investment Related?: Yes Address of other business: 636 W. Jefferson St. Suite 3 Morton IL 61550 Nature of other business: Annuity, Life, Long Term Care and Senior health Your position: Insurance Broker Start Date: August 2007 How many hours you devote to the other business per month: 120 Hrs How many hours you devote to the other business during securities trading hours per month: 80 Hrs Briefly describe your duties: Selling insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-24 |
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