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400 East Diehl Road Suite 240, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-16 |
Branch Locations
400 East Diehl Road Suite 240, Naperville, IL 60563 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Homewood | IL | 06/2015 | 08/2018 |
| Nuveen Securities, Llc | Chicago | IL | 08/2018 | 05/2025 |
| Daniels Asset Capital Llc | Plainfield | IL | 05/2021 | Present |
| Advanced Planning Advisors Group Inc. | Naperville | IL | 09/2025 | Present |
Daniels Asset Capital LLC; Not investment related; Rental properties; Managing Member; Owner; Start date 5/1/2021; Approx 8 hours per month; 0 Hours during trading hours Advanced Planning Advisors Group Inc.; Investment related; Insurance; Insurance agent; Employee; 9/1/2025; Approx 5 hours per month; 5 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-17 |
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