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2403 Harnish Dr., Suite 201, Algonquin, IL 60102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-13 |
Branch Locations
2403 Harnish Dr., Suite 201, Algonquin, IL 60102 • United States
5337 Paylor Ln. Suite 300, Lakewood Ranch, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeview Household Insurance | Coral Gables | FL | 07/2024 | 04/2025 |
| Manatee High School | Bradenton | FL | 07/2023 | 07/2024 |
| Idhis | Skokie | IL | 08/2016 | 08/2023 |
| Kobe Japanese Steakhouse | Normal | IL | 08/2020 | 03/2023 |
| Hollister Co | Aurora | IL | 03/2019 | 06/2022 |
| Chasers Bar | Bloomington | IL | 07/2019 | 08/2022 |
| Arrowhead Golf Club | Wheaton | IL | 08/2016 | 01/2019 |
| J.G Hendricks Financial Services, Llc | West Dundee | IL | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-10 |
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