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1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-10-11 |
Branch Locations
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cls Investments, Llc | Omaha | NE | 05/2015 | 12/2018 |
| Orion Portfolio Solutions, Llc | Omaha | NE | 01/2019 | 09/2022 |
| Brinker Capital Securities, Llc | Berwyn | PA | 05/2022 | 09/2022 |
| Liberty One Investment Management, Llc | Libertyville | IL | 10/2022 | Present |
| Money Concepts Capital | Palm Beach Gardens | FL | 08/2024 | Present |
1. 818 Capital Group, LLC; Salaried Employee since January 2005. Customer Service/Payroll Company,160 Hours a month during securities trading hours. 2. Liberty One Investment Management; salaried employee since 10/01/2022. Assistant to president. 135 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-17 |
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