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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-22 |
Branch Locations
1509 N Milwaukee Ave, Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full - Time Education | Newland | NC | 08/2014 | 08/2018 |
| Under Armour | Asheville | NC | 05/2019 | 08/2019 |
| Beech Mountain Club | Beech Mountain | NC | 03/2020 | 06/2020 |
| Walnut Cove Golf Course | Asheville | NC | 05/2021 | 08/2021 |
| Forcht Group Of Kentucky | Lexington | KY | 07/2021 | 09/2021 |
| Bethel University | Mishawaka | IN | 08/2022 | 05/2023 |
| Korhorn Financial Group | Edwardsburg | MI | 09/2022 | 04/2023 |
| Lex Twenty | Asheville | NC | 05/2022 | 08/2022 |
| Staples | Chicago | IL | 04/2023 | 10/2023 |
| Iqvia | Chicago | IL | 10/2023 | 11/2024 |
| The Tranel Financial Group | Libertyville | IL | 11/2024 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 03/2025 | 04/2026 |
| University Of North Carolina Asheville | Asheville | NC | 06/2018 | 06/2022 |
| Harbour Investments, Inc. | Madison | WI | 09/2025 | Present |
| 818 Capital Group, Llc | Libertyville | IL | 11/2024 | Present |
1) The Tranel Financial Group – DBA 2) 818 Capital Group, LLC | 1509 N. Milwaukee Avenue, Libertyville, IL 60048 | Employee | Description: Perform various tasks to serve clients of the firm | Beginning 6/2023 | 40 hours per month, 40 during trading hours | Paid position | Investment related 3) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-05 |
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