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Arlington Heights, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-03-10 |
| MI | RA | APPROVED | 2024-11-22 |
| OR | RA | APPROVED | 2024-11-22 |
| TX | RA | APPROVED | 2022-10-04 |
| IL | RA | APPROVED | 2015-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Costello Financial Planning | Ann Arbor | MI | 04/2015 | Present |
1) ROBERT COSTELLO PROVIDES RECONCILIATION AND BOOKKEEPING SERVICES TO COSTELLO, MCMAHON, BURKE AND MURPHY, LTD., WHICH INVOLVES 5 HOURS OR LESS OF HIS TIME PER MONTH AFTER TRADING HOURS. HE STARED PROVIDING THESE SERVICES IN 2012. 2) Brothers Tax LLC; Contractor; Investment Related: No; 103 E Liberty St Suite 212 Ann Arbor MI 48104; Tax preparation business; 2018-01-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 2;
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