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16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-04-12 |
Branch Locations
1145 Mitchell Court Ste 223, Crystal Lake, IL 60014 • United States
16930 East Palisades Blvd. Suite 125, Fountain Hills, AZ 85268 • 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 |
|---|---|---|---|---|
| Self Employed | Lake In The Hills | IL | 06/2011 | Present |
| The Leaders Group Inc | Littleton | CO | 11/2012 | 10/2018 |
| Brooklight Place Securities, Inc. | Fountain Hills | AZ | 10/2018 | Present |
| Acrylic Financial, Inc. | Crystal Lake | IL | 02/2019 | Present |
1. NAME OF BUSINESS: CORNERSTONE FINANCIAL GROUP; NATURE OF BUSINESS: REFERRING CLIENTS TO CORNERSTONE FINANCIAL GROUP FOR PROPERTY AND CASUALTY QUOTES; LOCATION: 57 E. HATTENDORF AVE, UNIT 160, ROSELLE, IL 60172; START DATE: 10/1/2015; APPROXIMATE NUMBER OF HOURS PER MONTH: 2; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN 1. 2) NAME OF BUSINESS: REVOLUTIONARY FINANCIAL; NATURE OF BUSINESS: FIXED INSURANCE SALES; LOCATION: 5 ROYAL OAK COURT, LAKE IN THE HILLS, IL 60156; TITLE: OWNER/AGENT; START DATE: 05/10/2018; APPROXIMATE NUMBER OF HOURS PER MONTH: 100; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 5. 3. NAME OF BUSINESS: RESOURCE INSURANCE AND FINANCIAL GROUP; NATURE OF BUSINESS: PROVIDE GROUP HEALTH INSURANCE TO SMALL BUSINESSES; LOCATION: 85 W ALGONQUIN ROAD, SUITE 395, ARLINGTON HEIGHTS, IL 60005; START DATE: 06/2016; APPROXIMATE NUMBER OF HOURS PER MONTH: LESS THAN 1; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN 1. 4. NAME OF BUSINESS: PRIME ONE INSURANCE; NATURE OF BUSINESS: PROVIDE GROUP HEALTH INSURANCE TO SMALL BUSINESSES; LOCATION: 2413 W ALGONQUIN ROAD, SUITE 420, ALGONQUIN, IL 60102; START DATE: 10/2018; APPROXIMATE NUMBER OF HOURS PER MONTH: 2; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN 1. 5. NAME OF BUSINESS: ACRYLIC FINANCIAL, INC.; NATURE OF BUSINESS: INVESTMENT ADVISORY; LOCATION: 16930 E. PALISADES BLVD., #100, FOUNTAIN HILLS, AZ 85268; TITLE: INVESTMENT ADVISORY ADVISOR; START DATE: 02/2019; APPROXIMATE NUMBER OF HOURS PER MONTH: 20; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-25 |
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