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1 E 22Nd Street Suite 405, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-09-29 |
| WI | RA | APPROVED | 2017-02-27 |
| AZ | RA | APPROVED | 2017-01-01 |
| TX | RA | APPROVED_RES | 2016-05-09 |
| IL | RA | APPROVED | 2013-01-11 |
Branch Locations
1 E 22Nd Street Suite 405, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athena Advisor Services, Llc | Des Plaines | IL | 07/2013 | Present |
1) ATHENA ADVISOR SERVICES DBA ATHENA PRIVATE WEALTH. RIA. INVESTMENT RELATED. 680 LEE STREET, DES PLAINES, IL 60016. CHIEF COMPLIANCE OFFICER AND PRINCIPAL. 07/2013. 60-70% OF TIME SPENT. 2) ATHENA GLOBAL ENERGY SOLUTIONS. OPI PRIVATE C CORPORATION. PASSIVE SHAREHOLDER, NO ROLE OR INCOME FROM THIS INVESTMENT. 01/2013 3) Co-host of Fierce Fiduciary Podcast. Securities related, but informational only. 4) Uncompensated Administrator on online discussion groups: "Investing for Beginners" & "Investing and Financial Planning" (Facebook) and "Income and Economics" (American Contingency Group); I moderate and Share Educational Content with no individual advice in any of the groups. Securities related, but informational only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-26 |
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