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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-05 |
| NC | RA | APPROVED | 2015-02-27 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
6000 Fairview Rd Southpark Tower Ste 1200, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apr Financial Llc | Charlotte | NC | 06/2011 | Present |
I HAVE AN LLC THAT I USE TO BROKER LIFE AND HEALTH INSURANCE AS WELL AS ANNUITY PRODUCTS. I STARTED MY AFFILIATION WITH THE BUSINESS IN JUNE 2011 AND I'M THE ONLY "EMPLOYEE" AND DO NOT PLAN ON ADDING ANY PARTNERS. I DEVOTE 75% OF THE TRADING HOURS TO THIS BUSINESS AND MY DUTIES ARE PROVIDING HEALTH INSURANCE TO THOSE ON MEDICARE AS WELL AS LIFE INSURANCE UPDATES AND SALES.COUPLED WITH LONG TERM CARE INSURANCE. I'M ALSO EXPECTED TO PROVIDE SOME PRODUCTS FOR 401K ROLLOVERS AND OTHER QUALIFIED ACCOUNTS. THIS IS USUALLY DONE WITH FIXED AND FIEXED INDEXED ANNUITIES. I'VE BEEN PROVIDING THOSE SERVICES FOR THE PAST FIVE YEARS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-29 |
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