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Grayslake, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marc J. Lane Investment Management, Inc. | Chicago | IL | 01/2002 | 07/2019 |
| Sure Foundation Wealth Planning, Llc | Grayslake | IL | 09/2019 | Present |
| Unemployed | Grayslake | IL | 07/2019 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 1992-10-23 |
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