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Hoffman Estates, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-08-04 |
| IL | RA | APPROVED | 2019-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Motorola Solutions Inc | Schaumburg | IL | 11/1996 | 11/2018 |
| Zebra Technologies | Lincolnshire | IL | 01/2019 | Present |
| Spire Investment Management Llc | Hoffman Estates | IL | 04/2019 | Present |
the name of the other business: Fortis Realty, LLC; whether the business is investment-related: No; the address of the other business: 2001 W. Galena Blvd, Ste 1989, Aurora, IL 60506; the nature of the other business: Real estate investment; your position, title, or relationship with the other business: Owner; the start date of your relationship: Nov 1, 2003; the approximate number of hours/month you devote to the other business: 8; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: Scheduling repair and maintenance as required.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-04 |
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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