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903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-05 |
Branch Locations
903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midwest Lending | Chicago | IL | 02/2016 | 07/2021 |
| Guaranteed Rate | Chicago | IL | 07/2021 | 09/2022 |
| Nations Lending | Orland Park | IL | 09/2022 | 09/2023 |
| Guranteed Rate | Chicago | IL | 09/2023 | 01/2025 |
| Synergy One Landing, Inc. | Lombard | IL | 02/2025 | 03/2026 |
| Cofg Advisors, Llc | Oak Brook | IL | 02/2026 | Present |
1. INDEPENDENT INSURANCE AGENT. Not Investment Related. 903 Commerce Drive, Suite 300, Oak Brook, IL 60523. Insurance Agent. 5 HOURS/MONTH. Offer Fixed Insurance Solutions to Clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-20 |
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