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222 South Cook Street, Barrington, IL 60010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carter Financial Group | Barrington | IL | 06/2011 | Present |
| Voya Financial Advisors | Barrington | IL | 09/2014 | 10/2019 |
NAME OF ENTITY:Jennifer Yune (Modeling); No; 347 SOUTH CORNERSTONE DR; VOLO; IL; 60020; Modeling; Model; 8/16/2014; 4; 0; Modeling.| NAME OF ENTITY:Carter Financial Group; Yes; 222 S COOK ST; BARRINGTON; IL; 60010; Financial Services/DBA; Sales Assistant / Paraplanner; 8/31/2015; 140; 80; Schedule and sit in on client meetings. Assist with portfolio research, review, and after meeting client correspondence.| MUTUAL SECURITIES BARRINGTON IL SINCE 10/2019 BROKER DEALER REGISTERED REP INVESTMENT RELATED SAPPHIRE ACQUISITIONS, LLC RETAIL/RESALE OF ITEMS OWNER SINCE 082026 NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-12 |
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