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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-08 |
| WI | RA | APPROVED | 2026-05-08 |
Branch Locations
2810 Crossroads Drive Suite 4000 (Unmanned Satellite), Madison, WI 53718 • United States
265 Exchange Drive Suite 101, Crystal Lake, IL 60014 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 08/2019 | 01/2025 |
| U.S. Bank | Bolingbrook | IL | 04/2017 | 03/2019 |
| Fifth Third Bank | St. Charles | IL | 08/2016 | 03/2017 |
| Unemployed | Oswego | IL | 04/2019 | 07/2019 |
| J.P. Morgan Securities Llc | Chicago | IL | 08/2019 | 06/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Schaumburg | IL | 06/2025 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 02/2025 | 06/2025 |
| Crystal Lake Tax And Financial | Crystal Lake | IL | 04/2026 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 05/2026 | Present |
1. Crystal Lake Tax and Financial, LLC - Fixed Insurance Sales - 04/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 265 Exchange Drive, Suite 101, Crystal Lake, IL 60014. This will encompass approximately 50% of business hours. 2. Crystal Lake Tax and Financial, LLC - Financial Advisor - 04/2026 - present - Investment Related- Servicing of clients for investment advisory services - 265 Exchange Drive, Suite 101, Crystal Lake, IL 60014. This will encompass approximately 50% of business hours. 3. Retirement Income Source, LLC DBA - 04/2026 - present - Investment Related - 265 Exchange Drive, Suite 101, Crystal Lake, IL 60014 The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 4. Jack William Hazekamp Trust - Trustee - 08/2025 - present - Not Investment - 1063 Crane Point, Elgin, IL 60124. I manage my personal finances held in trust.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-21 |
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