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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-04-22 |
| FL | RA | APPROVED | 2018-06-14 |
| NH | RA | APPROVED | 2014-10-21 |
| OH | RA | APPROVED | 2014-02-14 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
6650 Walnut Street, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Coordinators, Llc | Bartonsville | PA | 03/2011 | Present |
| Asc Financial Group, Llc | Bartonsville | PA | 01/2015 | Present |
AMERICAN SENIOR COORDINATORS, LLC, BARTONSVILLE, PA, INVESTMENT RELATED, ASSOCIATE-INDEPENDENT CONTRACTOR SINCE 03/2011, HOURS/MONTH: 160; HOURS DURING TRADING HOURS: 130. DUTIES:_______________________________________________________________________________________________________________________________
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-15 |
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