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900 Technology Way Suite 130, Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-11-25 |
| IL | RA | APPROVED | 2012-10-16 |
| TX | RA | APPROVED_RES | 2012-10-16 |
Branch Locations
900 Technology Way Suite 130, Libertyville, IL 60048 • United States
595 Bay Isles Road #125-A, Longboat Key, FL 34228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inspirion Wealth Advisors Llc | Libertyville | IL | 11/2012 | Present |
1. FIXED INSURANCE AGENT; 3 HOURS PER MONTH; INVESTMENT-RELATED 2. REAL ESTATE RENTALS; OWNS REAL ESTATE PROPERTIES; 1 HOUR PER MONTH 3. MICHAEL MATTERS ORG.; NOT INVESTMENT RELATED; 22 WEST WASHINGTON ST. SUITE 1600 CHICAGO IL 60602; 1/1/2016; APPROXIMATELY 4 HOURS A MONTH / 0 DURING BUSINESS HOURS; TREASURER ON BOARD 4. Kolb Irrevocable Trust; trustee 5. Libertyville Financial Group, LLC; owner; not investment related; management company; 2004; 0; 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-12-23 |
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