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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-08-24 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
9480 Enterprise Drive, Suite 1, Mokena, IL 60448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Chicago | IL | 08/2018 | 06/2020 |
| Bush Truck Leasing | Mokena | IL | 06/2017 | 03/2018 |
| Unemployed | Mokena | IL | 04/2017 | 06/2017 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 08/2018 | 06/2020 |
| Lpl Financial Llc | Chicago | IL | 05/2016 | 03/2017 |
| Bush Truck Leasing | Chicago | IL | 03/2018 | 07/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2020 | Present |
| Mccabe And Associates | Mokena | IL | 07/2020 | Present |
| Advisornet Wealth Partners | Minneapolis | MN | 08/2020 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2021 APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: MCCABE AND ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 7/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 08/2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-28 |
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