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1110 W. Lake Cook Road Suite 265B, Buffalo Grove, IL 60089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-28 |
Branch Locations
1110 W. Lake Cook Road Suite 265B, Buffalo Grove, IL 60089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Elgin | IL | 08/2011 | 08/2020 |
| Journey Financial Group Inc. | Buffalo Grove | IL | 08/2020 | Present |
| Royal Alliance Associates Inc. | Buffalo Grove | IL | 08/2020 | 02/2023 |
| Osaic Wealth, Inc. | Buffalo Grove | IL | 02/2023 | Present |
1. Journey Financial Group Inc; Yes; 1110 W Lake Cook Rd, Suite 265B, Buffalo Grove, IL 60089; RIA; Licensed Assistant; 08/2020; 160; 130; Setting up client meetings, updating files; 2. JOURNEY FINANCIAL GROUP POSITION: Notary public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/21/2022 ADDRESS: 1110 W Lake Cook Road, Suite 265B, Buffalo Grove IL 60089, United States DESCRIPTION: Provide notary public services to existing clients at the firm at no charge.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-09 |
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