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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| IL | RA | APPROVED | 2023-04-27 |
Branch Locations
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
1827 Walden Office Square, Suite 275, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valparaiso University | Valparaiso | IN | 08/2015 | 08/2019 |
| Athletic Barn | Wheeling | IL | 10/2019 | 12/2020 |
| Pek Biester Road, Llc | Arlington Heights | IL | 09/2022 | Present |
| Crystal Lake Cardinals | Crystal Lake | IL | 01/2021 | Present |
| Bch Wealth Management, Llc | Shaumburg | IL | 08/2019 | Present |
BCH INSURE, LLC; INVESTMENT RELATED; SCHAUMBURG, IL; OUTSIDE INSURANCE SALES; AGENT; ACTIVITY BEGAN 07/2019; I DEVOTE APPX 24 HOURS PER MONTH TO THIS ACTIVITY WITH ALL OF THEM DURING TRADING HOURS; PROVIDE LIFE AND HEALTH INSURANCE NEEDS TO INDIVIDUALS AND SMALL BUSINESSES, FACILITATE APPLICATION AND ISSUANCE OF POLICIES, SERVICE CURRENT AND FUTURE POLICIES. PEK BEISTER ROAD, LLC; NOT INVESTMENT RELATED; ARLINGTON HEIGHTS, IL; REAL ESTATE/RENTAL PROPERTIES; BOOKKEEPER/MANAGER; ACTIVITY BEGAN 09/2022; I DEVOTE APPX 6 HOURS TO THIS ACTIVITY WITH NONE OF THOSE HOURS DURING TRADING HOURS; DEPOSIT RENT CHECKS/ SEND INVOICES/RECORD BILLS PAID.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-27 |
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