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Lifelong Investment Solutions, LLC CRD 141035
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1901 N. Roselle Road Suite 800, Schaumburg, IL 60195 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-11-12 |
| OH | RA | APPROVED | 2006-07-11 |
Branch Locations
8080 Beckett Center Drive, Suite 308, West Chester, OH 45069 • United States
1901 N. Roselle Road Suite 800, Schaumburg, IL 60195 • United States
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 |
|---|---|---|---|---|
| Lifelong Investment Solutions, Llc | Naples | FL | 06/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-13 |
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