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745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-25 |
Branch Locations
745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cary Grove High School | Cary | IL | 06/2015 | 05/2019 |
| True Value Company | Cary | IL | 06/2020 | 07/2021 |
| Tusculum University | Greenville | TN | 08/2019 | 05/2020 |
| Liberty University | Lynchburg | VA | 08/2020 | 05/2023 |
| Liberty University | Lynchburg | VA | 09/2021 | 11/2021 |
| Plan A Wealth Management | Lincoln | NE | 05/2022 | 07/2022 |
| Liberty University | Lynchburg | VA | 07/2022 | 05/2023 |
| 4Wealth Financial Group | Burr Ridge | IL | 06/2023 | Present |
Interviewee LLC; not investment-related; Illinois; AI-powered job interview preparation platform; CEO; start date 03/2025; 15 hours/month; no hours during securities trading hours; management & marketing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
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