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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-01-14 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
1000 Jorie Blvd Suite 300, Oak Brook, IL 60523 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| West Suburban Business Solution, Inc. | Oak Brook | IL | 01/1998 | Present |
| Triumph Financial Group, Inc | Oak Brook | IL | 04/2007 | Present |
| West Suburban Financial Services, Inc | Oak Brook | IL | 09/2008 | Present |
| Independent Insurance Agent/Wfg Agency | Oak Brook | IL | 12/2006 | Present |
| Transamerica Financial Advisors, Inc | Oak Brook | IL | 01/2012 | 12/2021 |
| Wealth Star, Inc. | Oak Brook | IL | 04/2010 | Present |
| West Suburban Companies | Oak Brook | IL | 03/1998 | 12/2021 |
| Lifemark Securities Corp. | Rochester | NY | 01/2022 | 12/2022 |
| Virtue Capital Management, Llc | Brentwood | TN | 01/2022 | Present |
(1) INDEPENDENT INSURANCE AGENT/WFG AGENCY , Title: INDEPENDENT INSURANCE AGENT , Description: SALES AND SERVICE OF LIFE, UNIVERSAL AND HEALTH INSURANCE PRODUCTS. , Start Date: 12/2006, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? YES, Hours per month: 1, During trading hours: 1 (2) WEST SUBURBAN BUSINESS SOLUTIONS, INC. , Title: PRESIDENT, Description: INCOME TAX PREPARATION, REGISTERED AGENT SERVICES, BOOKKEEPING TRAINING, ENTITY FORMATION AND GUIDANCE, BOOKKEEPING. WEST SUBURBAN COMPANIES IS A NAME USED AS A BRANDING NAME FOR WEST SUBURBAN BUSINESS SOLUTIONS, INC. AND WEST SUBURBAN FINANCIAL SERVICES, INC. IT DOES NOT EXIST AS ANY TYPE OF ENTITY., Start Date: 01/1998, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? NO, Hours per month: 160, During trading hours: 40 (3) WEST SUBURBAN FINANCIAL SERVICES, INC, Title: BUSINESS CONSULTANT/PRESIDENT/CEO, Description: SEMINARS ON BUSINESS ACCOUNTING., Start Date: 09/2008, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? NO, Hours per month: 20, During trading hours: 0 (4) TRIUMPH FINANCIAL GROUP INC , Title: PRESIDENT/CEO, Description: PROPERTY MANAGEMENT COMPANY, MANAGEMENT OF LEASES, PER DIEM RENTALS TO OTHER AGENTS, SUPPLIES AND PHONES FOR WEST SUBURBAN FINANCIAL SOLUTIONS INC., Start Date: 04/2007, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? NO, Hours per month: 3, During trading hours: 3 (5) WEALTH STAR INC. , Title: PRESIDENT/CEO, Description: HIGH END NETWORKING GROUP, HOST MEETINGS. , Start Date: 04/2010, Address: 1000 JORIE BLVD, STE 300, OAK BROOK, IL 60523, Investment-related? NO, Hours per month: 0, During trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-30 |
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