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1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-11 |
Branch Locations
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-11 |
Branch Locations
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 06/2024 | 01/2025 |
| Southern Illinois University | Carbondale | IL | 08/2021 | 12/2022 |
| Give Interactive | Carbondale | IL | 01/2023 | 06/2024 |
| Homeschool - High School | Carbondale | IL | 08/2016 | 05/2021 |
| Envoy Advisory Inc. | Oakbrook Terrace | IL | 06/2024 | 01/2025 |
| Envoy Advisory Inc. | Oakbrook Terrace | IL | 01/2025 | Present |
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 01/2025 | Present |
Harvest Investment Services, LLC, 1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181-4285; investment related; investment adviser representative start date: 06/2024; providing investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-08 |
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