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19015 S. Jodi Rd., Suite G, Mokena, IL 60448 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-01 |
| IL | RA | APPROVED | 2023-08-01 |
Branch Locations
19015 S. Jodi Rd., Suite G, Mokena, IL 60448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2021 | 04/2023 |
| Revtek Capital | Mesa | AZ | 11/2020 | 05/2021 |
| Grand Canyon University | Phoenix | AZ | 08/2020 | 05/2021 |
| Chicago Investment Advisory Group | Mokena | IL | 05/2020 | 08/2020 |
| Grand Canyon University | Phoenix | AZ | 08/2017 | 05/2021 |
| Rayhons Financial Solutions | Gilbert | AZ | 06/2019 | 08/2019 |
| Chicago Investment Advisory Group | Mokena | IL | 05/2018 | 08/2018 |
| Chicago Investment Advisory Group | Mokena | IL | 05/2017 | 08/2017 |
| Providence Catholic Highschool | New Lenox | IL | 08/2013 | 04/2017 |
| Chicago Investment Advisory Group | Mokena | IL | 07/2023 | Present |
| Founderpath | Austin | TX | 04/2023 | 08/2026 |
| Glencoco Inc. | Brooklyn | NY | 08/2026 | Present |
(1) Name of the other business: Glencoco Inc.; Investment-related?:No; Address: Brooklyn, NY; Nature of the other business: Sales technology company Position: Chief Financial Officer; Start date: 8/1/2026; Approx. hours/month: up to 166 hours/month; 100 hours/month during trading; Duties: Business Development & Marketing, Financial Forecasting, HR operations, Managing Vendor Relationships & Partnerships
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-21 |
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