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525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2021-05-03 |
Branch Locations
525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healthy Pet Care Market Co. | Aurora | IL | 05/2004 | Present |
| Total Clarity Wealth Management, Inc. | St. Charles | IL | 05/2020 | Present |
| Preactive Investments | Hollis | NH | 10/2017 | Present |
1) Healthy Pet Care Market Co. ; not investment related; 2620 N. Farnsworth Ave., Aurora, IL 60502; Owner/President; start date 07/2004; 40hrs/month, not during market hours; Duties include payroll and quarterly taxes, placing and receiving orders, marketing 2) Commercial & Residential Rental Properties, non-investment related, approximately 4 hours per year related to property taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-16 |
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