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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-05 |
| IL | RA | APPROVED | 2024-05-14 |
Branch Locations
1415 W 22Nd St Tower Floor, Oak Brook, IL 60523 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 11/2019 | 05/2023 |
| Brinker | Rosemont | IL | 02/2019 | 02/2020 |
| Scott Tucker Solutions, Inc. | Chicago | IL | 08/2019 | 05/2023 |
| Full Time Student | Dallas | TX | 10/2014 | 12/2018 |
| Property Rental | Hoffmann Estates | IL | 06/2015 | Present |
| Creativeone Wealth | Overland Park | KS | 06/2023 | 05/2024 |
| Liberty Hill Financial Planners | Oak Brook | IL | 06/2023 | Present |
| Foundations Investment Advisors, Llc | Oak Brook | IL | 05/2024 | Present |
1)LIBERTY HILL FINANCIAL PLANNERS; 1415 WEST 22ND STREET TOWER FLOOR OAK BROOK, IL 60523; INVESTMENT RELATED; MANAGING PARTNER; OFFERS INSURANCE AND ADVISORY SERVICES THROUGH THIS BRAND; 06/2023; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. 2)PROPERTY RENTAL; OWNER NATURE: RENTAL INVESTMENT RELATED: NO NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 690 BAXTER LN, HOFFMANN ESTATES IL 60169, UNITED STATES DESCRIPTION: FIND TENETS, FIX PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-17 |
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