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Mundelein, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The J M Financial Planning Group | Mundelein | IL | 04/2013 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 05/2013 | Present |
| The Jm Financial Planning Group | Mundelein | IL | 04/1991 | Present |
| James Malinowski | Mundelein | IL | 04/1991 | Present |
1.) THE J M FINANCIAL PLANNING GROUP - OWNER - REGISTERED INVESTMENT ADVISOR - MUNDELEIN, IL - SINCE 04/2013 - INVESTMENT RELATED 2.) THE J M FINANCIAL PLANNING GROUP - OWNER - NON-VARIABLE INSURANCE - MUNDELEIN, IL - SINCE 04/1991 - INVESTMENT RELATED 3.) JAMES MALINOWSKI - OWNER - NON-VARIABLE INSURANCE - MUNDELEIN, IL - SINCE 04/1991 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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