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666 Dundee Road, Suite 1901, Northbrook, IL 60062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-04 |
| IL | RA | APPROVED | 2024-05-23 |
| TX | RA | APPROVED | 2024-05-23 |
Branch Locations
666 Dundee Road, Suite 1901, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Northbrook | IL | 12/2019 | 05/2024 |
| Kestra Advisory Services, Llc | Northbrook | IL | 12/2019 | 05/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2024 | Present |
| K&H Wealth Partners Inc. | Northbrook | IL | 05/2024 | Present |
| Tlg Advisors, Inc | Northbrook | IL | 12/2012 | 12/2019 |
| Karchmar Life Insurance And Legacy Planning, Inc. Karchmar Group | Northbrook | IL | 04/2020 | Present |
Karchmar Life Insurance & Legacy Planning Inc. d/b/a Karchmar Group. Investment Related. At registered location. Insurance/Annuity. President/CEO. 04/2020. Hrs/month 140 with 80 during trading hours. Oversee all operations, I focus my business on fixed life insurance, long term care, disability and annuity business. K&H Wealth Partners Inc. Investment Related. At registered location. RIA. President/CEO. 5/22/2024. Hrs/month 160 all during trading hours. Oversee all operations. Northbrook/Glenview School District 30. Not Investment Related. 2374 Shermer Road Northbrook, IL 60062. Board of Directors. Board Memeber. 5/22/2024. Hrs/month 3 with 0 during trading hours. 1 of 7 board members that help make decsions for the district. Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 5/22/2024. Hrs/month 160 all during trading hours. Provide insurance advice based on the needs of client(s). PKSF. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 5/22/2024. Hrs/month 160 all during trading hours. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-07 |
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