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104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-17 |
Branch Locations
104 E. Roosevelt Road Suite 200, Wheaton, IL 60187 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marantha Bible And Missionary Conference | Norton Shores | MI | 06/2016 | 06/2019 |
| Wheaton Eye Clinic | Wheaton | IL | 08/2020 | 08/2021 |
| Timothy Financial Counsel | Wheaton | IL | 09/2024 | Present |
| Wright Ford Young & Co | Irvine | CA | 05/2022 | 08/2022 |
| Apriem Advisors | Irvine | CA | 06/2023 | 07/2023 |
| Wheaton Academy | West Chicago | IL | 08/2016 | 05/2020 |
| Biola University | La Mirada | CA | 08/2020 | 05/2024 |
| Unemployed | Wheaton | IL | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
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