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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-06-01 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance Company | Horsham | PA | 10/2012 | Present |
| Gary Harris Ciel Bleu Private Wealth Management Inc. | Chicago | IL | 07/2014 | Present |
1) INSURANCE BROKERAGE DBA OPTIMUM BENEFITS SOLUTION, NOT INVESTMENT RELATED, 2325 S MICHIGAN AV, STE 300, CHICAGO, IL 60616, INSURANCE, OWNER. START DATE: 11/2010. APPROX # HRS/MO: 10/M; HRS/MO DURING TRADING HOURS: 10/M. DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY. 2) BUSINESS MANAGEMENT DBA FUNERAL HOME HOLDING, LLC, NOT INVESTMENT RELATED, 33 N LASALLE, CHICAGO, IL 60602, FUNERAL HOME MANAGEMENT, INVESTOR. START DATE: 2010. APPROX # HRS/MO: 1/M; HRS/MO DURING TRADING HOURS: ZERO/M. DUTIES: SILENT PARTNER. 3) INSURANCE BROKERAGE DBA GARY HARRIS PRIVATE CLIENT GROUP, INVESTMENT RELATED, 33 N DEARBORN ST, STE 1710, CHICAGO, IL 60602, INSURANCE, CEO. START DATE: 2/2009. APPROX # HRS/MO: 65/M; HRS/MO DURING TRADING HOURS: 65/M. DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS FOR MULTIPLE CARRIERS INCLUDING THE PENN MUTUAL LIFE INSURANCE COMPANY. 4) RENTAL PROPERTY DBA GARY HARRIS, NOT INVESTMENT RELATED, 7242 S VERNON, CHICAGO, IL, RESIDENTIAL RENTAL INCOME, OWNER. IS THIS PROPERTY RENTED TO ANY HTK CLIENTS ? NO. START DATE: 6/2012. APPROX # HRS/MO: 2/M; HRS/MO DURING TRADING HOURS: ZERO/M. DUTIES: MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-27 |
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