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1601 E. Main Street Suite 1C, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-19 |
| IL | RA | APPROVED | 2016-10-17 |
Branch Locations
1601 E. Main Street Suite 1C, St. Charles, IL 60174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Price Group | Chicago | IL | 07/1994 | Present |
| Perpetual Wealth Capital Management, Llc | Chicago | IL | 10/2012 | Present |
| Uhlmann Price Securitites | Chicago | IL | 07/2013 | Present |
Price Futures Group It is investment related 141 W. Jackson Blvd., Ste. 1340A, Chicago IL 60604 The nature of the other business - Hedging Your position? President Title? President Relationship with the other business? President The start date of your relationship? July 1993 The approximate number of hours/month you devote to the other business? 700 hours The number of hours you devote to the other business during securities trading hours? 700 hours Briefly describe your duties relating to the other business: Oversee all hedging activities BUSINESS NAMECHICAGO INVESTMENT ADVISORY COUNCIL, INC. BUSINESS ADDRESS1601 E MAIN ST. STE. 1C ST. CHARLES, IL 60174 INVESTMENT RELATED?NO NATURE OF THE BUSINESSRETIREMENT PLANNING, ESTATE PLANNING, LIFE INSURANCE, ANNUITIES TITLE INSURANCE SERVICES REP START 2/1/2015 HOURS / MONTH8 HOURS/ MONTH HOURS DURING TRADING HOURSZERO DESCRIPTION OF DUTIESREFER FRIENDS AND FAMILY TO VARIOUS LIFE INSURANCE PRODUCTS AVAILABLE TO THEM. PRICE FUTURES GROUP PRICE FUTURES GROUP NOT INVESTMENT RELATED RISK MANAGER SINCE JANUARY 2012 160 HOURS / MONTH 8 HOURS DURING TRADING MONITORING CLIENT TRADING AND POSITIONS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-17 |
| S65 | Uniform Investment Adviser Law Examination | 2013-01-31 |
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