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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-12 |
| NV | RA | APPROVED | 2024-01-09 |
| CO | RA | APPROVED | 2024-01-05 |
| CA | RA | APPROVED | 2024-01-04 |
Branch Locations
23046 Avenida De La Carlota #644, Laguna Hills, CA 92653 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Services Of America | Las Vegas | NV | 06/2010 | 07/2022 |
| First American National Investment Advisors, Llc | Suwanee | GA | 05/2014 | 06/2017 |
| Partnervest Advisory Services, Llc. | Santa Barbara | CA | 06/2015 | 04/2017 |
| Sowell Management Services | Santa Barbara | CA | 06/2017 | 06/2018 |
| Virtue Capital Management, Llc | Brentwood | TN | 05/2019 | 01/2024 |
| Abundance Asset Management Group, Inc | Lagunna Hills | CA | 07/2022 | Present |
(1) ABUNDANCE ASSET MANAGEMENT GROUP, INC, Title: PRESIDENT/OWNER, Description: FIXED INSURANCE SALES, Start Date: 07-01-2022, Address: 23046 AVENIDA DE LA CAROLOTA SUITE 644 LAGUNA HILLS, CA, USA, 92653;, Investment-related? NO, Hours per month: 100, During trading hours: 5 (2) GREEN POWER 4 ALL INC., Title: CFO Description: FINANCIAL OVERSIGHT, STRATEGIC FINANCIAL PLANNING&REPORTING AND GRANT & FUND MANAGEMENT AND FINANCIAL COMPLIANCE., Start Date: 9/21/2023, Address: 1610 E GETTYSBURG AVENUE; Investment-related? NO, Hours per month: 5-10, During trading hours:0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-29 |
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