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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-22 |
Branch Locations
1509 N Milwaukee Ave, Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 02/1992 | 12/2023 |
| The Tranel Financial Group | Libertyville | IL | 12/2023 | Present |
| Harbour Investments, Inc. | Madison | WI | 09/2025 | Present |
| 818 Capital Group, Llc | Libertyville | IL | 12/2023 | Present |
1) The Tranel Financial Group – DBA 2) 818 Capital Group, LLC | 1509 N. Milwaukee Avenue, Libertyville, IL 60048 | Employee | Description: Perform various tasks to serve clients of the firm | Beginning 6/2023 | 3 hours per month, 3 during trading hours | Paid position | Investment related 3) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 4) Abigator Properties, LLC | 231 Cater Lane, Libertyville, IL 60048 | Owner/member | Description: Rental property | Beginning 6/2004 | 8 hours per month, 0 during trading hours | Unpaid | Not investment related 5) Cactus Maximus Properties, LLC | 231 Cater Lane, Libertyville, IL 60048 | Owner | Description: Rental properties | Beginning 8/2022 | 3 hours per month, 0 during trading hours | Unpaid | Not investment related 6) Sunny Badger Properties, LLC | 231 Cater Lane, Libertyville, IL 60048 | Managing member | Description: Rental properties | Beginning 6/2023 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related 7) The Eric M.A. Cima and Wendy R. Cima Revocable Trust dated June 20, 2017 | 231 Cater Lane, Libertyville, IL 60048 | Owner | Description: Rental income from rental property townhouse in Libertyville, IL | Beginning 11/25/2024 | 3 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-24 |
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