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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| NE | RA | APPROVED | 2026-07-23 |
| SC | RA | APPROVED | 2026-07-23 |
| MI | RA | APPROVED | 2020-07-01 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
5825 South Main St Suite 203, Clarkston, MI 48346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Clarkston | MI | 07/2020 | Present |
| Knights Of Columbus Insurance | New Haven | CT | 12/2013 | 07/2020 |
| Sneller Financial Services, Llc | Clarkston | MI | 01/2020 | Present |
| Cherry Blue Properties, Llc | Clarkston | MI | 11/2019 | Present |
CHERY BLUE PROPERTIES, LLC; 5016 BORDEAUX DR, CLARKSTON, MI 48348; OWNER; STARTED 11/2019; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; RENTAL PROPERTY. SNELLER FINANCIAL SERVICES, LLC; INVESTMENT ADVISORY, INSURANCE AND CONSULTING; OWNER; STARTED O1/2020; 160 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS. DALLAS VALLEY RANCH, 5016 BORDEAUX DR. CLARKSTON, MI 48348, INVESTOR, PROVIDE CAPITAL, GENERAL PARTNERS HAVE PURCHASED APARTMENT, ARE FIXING UP, RAISING RENTS, AND TARGET GOAL ISA TO SELL WITHIN 5 YEARS FOR PROFIT, START DATE 10/11/23 CHERRY BLUE TRANSCATIONS, LLC, 5016 BORDEAUX DR. CLARKSTON, MI 48348, OWNER, BITCOIN ATMS, CASH ATMS, VENDING MACHINES, 5-10 HOURS A MONTH, START DATE 11/09/23, RECIVE FEES FROM TRANSCATIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-26 |
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