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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-01 |
Branch Locations
1 Northfield Plaza Suite 521, Northfield, IL 60093 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2019 | 03/2021 |
| Chicago Public Schools | Chicago | IL | 08/2017 | 09/2019 |
| Patrick Haley Mansion | Joliet | IL | 06/2017 | 08/2017 |
| Minooka School District | Minooka | IL | 08/2016 | 08/2017 |
| Chicago Cubs | Chicago | IL | 03/2019 | 09/2019 |
| Afin Family Wealth Management | Northfield | IL | 05/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 05/2021 | 04/2025 |
| Cetera Investment Advisers Llc | Northfield | IL | 05/2021 | 04/2025 |
| Unemployed | Chicago | IL | 03/2021 | 05/2021 |
| Belpointe Asset Management Llc | Reno | NV | 04/2025 | Present |
1. INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 1 NORTHFIELD PLAZA SUITE 521 NORTHFIELD, IL 60093; SELLING FIXED INSURANCE PRODUCTS; 16 HOURS PER MONTH DURING BUSINESS HOURS. 2. BNI CHICAGO; NOT INVERSTEMENT RELATED; WILSON TOWER - 233 S WACKER DRIVE CHICAGO, IL 60606, NETWORKING ORGANIZATION; FOUNDING MEMBER; 6 HOURS PER MONTH DURING BUSINESS HOURS; RECRUITING NEW MEMBERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-28 |
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