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950 Skokie Blvd., Suite 307, Northbrook, IL 60062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-10 |
| IN | RA | APPROVED | 2021-06-21 |
| IL | RA | APPROVED | 2018-06-22 |
Branch Locations
950 Skokie Blvd., Suite 307, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Philadelphia | PA | 10/2014 | 05/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2015 | 04/2017 |
| Agt The Safe Money People | Skokie | IL | 01/2017 | 06/2018 |
| Shinneman Wealth Group Llc | Skokie | IL | 03/2018 | Present |
| Shinneman And Associates Ltd | Skokie | IL | 01/2017 | Present |
2017-Present: Insurance agent/Not investment Related/Skokie, IL/Insurance sales via unaffiliated issuers/Involves 40% time each month, including during traditional business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-22 |
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