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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-12-23 |
Branch Locations
Chicago, IL • United States
Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-03-30 |
Branch Locations
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Financial Advisors, Llc | Chicago | IL | 04/2019 | 02/2021 |
| Tempcpa, Inc. | Chicago | IL | 01/2004 | Present |
| Blute Financial Coaching | Chicago | IL | 03/2021 | Present |
| Origin Financial | San Francisco | CA | 12/2021 | Present |
BLUTE FINANCIAL COACHING / INVESTMENT RELATED / CHICAGO, IL / REGISTERED INVESTMENT ADVISOR / OWNER / MAR 2021 / 150 HOURS PER MONTH / 150 HOURS DURING TRADING HOURS TEMPCPA, INC. / NOT INVESTMENT RELATED / CHICAGO, IL / TAX CONSULTING / OWNER / JAN 2004 / 150 HOURS PER MONTH / 150 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-28 |
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