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36 E. Hinsdale Ave, Hinsdale, IL 60521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-12 |
| IL | RA | APPROVED | 2021-01-26 |
| TX | RA | APPROVED_RES | 2021-01-21 |
| CA | RA | APPROVED | 2021-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair & Company L.L.C. | Chicago | IL | 02/1993 | 01/2021 |
| Performance Wealth Partners, Llc | Hinsdale | IL | 01/2021 | Present |
(1) Five Goals, LLC; Not-investment related; 4307 Prospect Ave., Western Springs, IL 60558; Manager; 05/2014; One (1) hour per month; Zero (0) hours during securities trading hours; Real-estate consulting for a family trust. (3) Lions Club; Not-investment related; 211 S Prospect Ave., Elmhurst, IL 60126; Member; 01/2019 Start Date; One (1) hour per month; Zero (0) hours during securities trading hours; Member and Volunteer of the non-profit organization. (4) Anovian; Not Investment-Related; 311 S. Wacker Dr., #5300, Chicago, IL 60606; Passive Investor; 02/27/2023; The company makes material for electric batteries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-02 |
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