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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-31 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-04 |
Branch Locations
3838 W 111Th Unit 110, Chicago, IL 60655 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2012 | 12/2017 |
| Alpha Cubed Investments | Irvine | CA | 12/2017 | 06/2019 |
| The Leaders Group, Inc. | Littleton | CO | 12/2017 | 12/2019 |
| Our House Wealth Investments, Llc | Chicago | IL | 12/2017 | 04/2025 |
| The Marshall Financial Group Llc | Chicago | IL | 07/2024 | 11/2025 |
| Alphastar Capital Management | Chicago | IL | 12/2025 | Present |
| Our House Wealth Tax Advisory Services, Llc | Chicago | IL | 02/2026 | Present |
| Savant Wealth Management | Rockford | IL | 07/2026 | Present |
1.) OUR HOUSE WEALTH ADVISORS LLC - 11/09/2017 - 3838 W 111th Street, Unit 110; Chicago, IL 60655 - LLC Created to manage insurance business and college savings consulting. 40 hrs/mo; 0 hrs/mo (during trading hours). Robin Stacey House is the Owner of Undiscovered College; Non Investment Related; Location: 3838 W 111th St, Unit 108 Chicago IL 60655; Description: College consulting business; Responsibilities: Manage staff, meet with clients; Start date: 2018-03-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5. the name of the other business; Our House Wealth Tax Advisory Services, LLC whether the business is investment-related; Yes the address of the other business; Chicago, IL the nature of the other business; Tax preparation and tax advisory services your position; Tax preparer and advisor the start date of your relationship; 02/2026 the approximate number of hours/month you devote to the other business; 40 the number of hours you devote to the other business during securities trading hours; 40 and briefly describe your duties relating to the other business; Tax preparation and tax advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-06 |
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