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2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-01-03 |
| IL | RA | APPROVED | 2019-01-04 |
Branch Locations
580 N. Western Avenue, Lake Forest, IL 60045 • United States
2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Itasca | IL | 09/2014 | 12/2018 |
| Wealth Enhancement Group | Plymouth | MN | 09/2014 | 12/2018 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 09/2014 | 12/2018 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 09/2014 | 12/2018 |
| Isto Advisors, Llc | Lake Forest | IL | 01/2019 | Present |
Treasurer of the Board of Trustees of Arlington Countryside Church; 916 E. Hintz Road, Arlington Heights, IL 60004; Duties include participation in board meetings, oversight of church funds, liaison between board of trustees and financial planning team, co-signatory on checks, and additional duties as assigned by the Chairman; non investment-related and non-compensated; approximately two hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-26 |
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