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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-01-30 |
Branch Locations
9590 E Ironwood Square Dr #230, Scottsdale, AZ 85258 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advantex Group, Llc | Scottsdale | AZ | 09/2001 | Present |
Life Insurance sales. Advantex Group LLC, DBA Estate Preservation Advisors. 40 hrs. a week since 2003. Sale of life insurance fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-08 |
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