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444 N. York Street, Elmhurst, IL 60126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-28 |
| IL | RA | APPROVED | 2017-07-12 |
Branch Locations
444 N. York Street, Elmhurst, IL 60126 • United States
Osprey, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Elmhurst | IL | 10/1992 | 01/2017 |
| Global Financial Private Capital | Sarasota | FL | 10/2012 | 06/2017 |
| Fearless Leader Marketing, Llc | Osprey | FL | 06/2025 | Present |
| Fsr Wealth Management, Ltd. | Elmhurst | IL | 07/2017 | Present |
| Fsr Certified Public Accountants, Ltd | Elmhurst | IL | 01/2004 | 05/2021 |
| Fsr Insurance Planning, Ltd. | Elmhurst | IL | 02/2017 | Present |
1.) FSR Insurance Planning Ltd, Investment Related, 444 North York Street, Elmhurst, IL 60126, Insurance Agency, Licensed Insurance Agent, 02/2017 to present, 10 hours per month, 10 hours/month during business hours, Insurance planning and implementation 2.) Chikaming Country Club, not investment related, 15029 Lakeside Rd, Lakeside, MI 49116, Country Club, Treasurer, 11/2023, 8 hours per month, 0 hours/month during business hours, prepare budgets, finance committee, review financials. 3.) Fearless Leader Marketing, LLC, not investment related, Osprey, FL 34229, Financial Consulting, Owner and Manager, 6/2025, 30 hours per month, 30 hours per month during trading hours, provide recommendations to financial service professionals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-07 |
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