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Naperville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-11 |
| IL | RA | APPROVED | 2014-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| F5 Financial Planning | Naperville | IL | 02/2014 | Present |
2004-PRESENT/MIDWEST BUSINESS VENTURES/LAKIN, KS/OWNER & LANDLORD/NOT INVESTMENT RELATED/SUBWAY RESTAURANT FRANCHISE/INVOLVES TWO HRS OR LESS PER MONTH AND GENERALLY DURING NON-MARKET HOUR BASIS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-22 |
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