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1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-17 |
Branch Locations
1509 N. Milwaukee Ave., Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Phoenix | AZ | 01/2009 | 08/2022 |
| Orion Portfolio Solutions | Omaha | NE | 08/2022 | 05/2025 |
| Brinker Capital | Berwyn | PA | 08/2022 | 05/2025 |
| Liberty One Investment Management | Libertyville | IL | 09/2025 | Present |
| N/A | Fremont | UT | 06/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-15 |
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