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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-24 |
| HI | RA | APPROVED | 2026-06-11 |
| NY | RA | APPROVED | 2026-05-06 |
| IN | RA | APPROVED | 2026-05-04 |
| AZ | RA | APPROVED | 2026-02-23 |
| WA | RA | APPROVED | 2026-02-03 |
| MA | RA | APPROVED | 2026-01-23 |
| FL | RA | APPROVED | 2026-01-16 |
| MN | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2026-01-02 |
| IA | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2026-01-02 |
| SC | RA | APPROVED | 2026-01-02 |
| NJ | RA | APPROVED | 2025-10-17 |
| IL | RA | APPROVED | 2025-06-10 |
Branch Locations
27575 Ferry Road Suite D, Warrenville, IL 60555 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capstone Financial Advisors | Downers Grove | IL | 05/2023 | 01/2025 |
| Cogent Strategic Wealth | Chicago | IL | 01/2023 | 04/2023 |
| Shipt | West Chicago | IL | 01/2020 | 04/2023 |
| Serve City Volleyball Club | Carol Stream | IL | 08/2019 | 04/2020 |
| Sunrun | Carol Stream | IL | 06/2021 | 09/2021 |
| Sherwin Williams | Carol Stream | IL | 02/2018 | 06/2021 |
| P&K Construction | West Chicago | IL | 05/2017 | 08/2022 |
| Streamline Financial Services | Warrenville | IL | 01/2025 | Present |
| University Of Illinois | Champaign | IL | 07/2021 | 05/2023 |
| College Of Dupage | Downers Grove | IL | 07/2018 | 05/2021 |
| Moody Bible Institue | Chicago | IL | 07/2017 | 05/2018 |
| West Chicago Community High School | West Chicago | IL | 07/2013 | 05/2017 |
Practice Church Finance Committee
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-12 |
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