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Current Employers
Heritage Strategic Wealth, Llc

117 W Main Street, Cary, IL 60013 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-03
  • IL RA
    APPROVED
    Since 2025-09-03

Branch Locations

117 W Main Street, Cary, IL 60013 • United States

Significant Wealth Partners Llc

117 W. Main St., Cary, IL 60013 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2018-06-05
  • IL RA
    APPROVED
    Since 2018-06-05

Branch Locations

117 W. Main St., Cary, IL 60013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Essence Capital Cary IL 11/2007 01/2017
Kingsview Asset Managment Cary IL 02/2014 11/2017
Atkins & Associates Cary IL 12/2007 Present
Significant Wealth Partners Llc Cary IL 01/2018 Present
Wealth Builder Funds Llc Cary IL 12/2023 04/2026
Heritage Strategic Wealth, Llc Cary IL 09/2025 Present
Previous Registrations
Other Businesses

ATKINS AND ASSOCIATES, INVESTMENT RELATED, 117 W. MAIN ST. CARY, IL 60013, GENERAL PARTNERSHIP THAT OWNS 3 EXEMPT HEDGE FUNDS (PLEXIS, VOYAGER AND GLOBAL CURRENCY, CEO OF ATKINS ASSOCIATES,SINCE 11/2007, 30 HOURS A MONTH, TRADER AND SALES. Brian William Atkins is 100% owner of Atkins & Associates, LLC. Atkins & Associates in the general partner of one exempt hedge fund; Global Currency Reserve, LP; a fund of funds. Significant Wealth Partners, LLC does not manage Global Currency Reserve, LP. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. SWPI always acts in the best interest of the client and clients always have the right to decide whether or not to utilize the services of any SWPI representative in such individual's outside capacities. Brian William Atkins operates as a commodity pool for Global Currency Reserve, LP.; a fund of funds. From time to time, he may offer clients advice or products from those activities. Significant Wealth Partners, LLC always acts in the best interest of the client. Clients are in no way required to utilize the services of any representative of Significant Wealth Partners, LLC in their capacity as a futures commission merchant, commodity pool operator, or commodity trading adviser. Brian William Atkins is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Significant Wealth Partners, LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. The commissions earned by Mr. Atkins are paid to Atkins & Associates, LLC. This is the only role Atkins & Associates, LLC plays in any insurance business that Mr. Atkins conducts. Clients are in no way required to implement the plan through any representative of Significant Wealth Partners, LLC in their capacity as a licensed insurance agent. INDEPENDENT INSURANCE PRODUCER, NOT INVESTMENT RELATED,117 W. MAIN ST. CARY, IL 60013, INSURANCE PRODUCER, 10 HOURS A MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-01-15
  • S65 Uniform Investment Adviser Law Examination
    2014-01-15

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