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Villa Park, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-04-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Cooke-Dupage County Beekeepers Association | Carol Stream | IL | 01/2013 | Present |
| Day One Reliance | Geneva | IL | 06/2013 | 11/2016 |
| Waddell & Reed, Inc | Mokena | IL | 02/2019 | 04/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Villa Park | IL | 11/2013 | 04/2021 |
| 2110 44Th Road, Sheridan, Llc | Villa Park | IL | 07/2015 | Present |
| Illinois State Beekeepers Association | Springfield | IL | 11/2016 | 11/2018 |
| Count Consulting, Llc | Northfield | IL | 12/2018 | 06/2020 |
| Waddell & Reed, Inc | Villa Park | IL | 11/2013 | 04/2021 |
| Apis Financial Group, Llc | Villa Park | IL | 04/2021 | Present |
01/2013-PRESENT, COOK-DUPAGE COUNTY BEEKEEPERS ASSOCIATION, CAROL STREAM, IL, CHARITABLE ORGANIZATION, NOT INVEST-RELATED, PRESIDENT, 8 HRS/MO, 0 HRS DURING SEC TRADING; 07/2015-PRESENT, 2110 44TH ROAD SHERIDAN LLC, VILLA PARK, IL, INVESTMENT RELATED:N, LLC, OWNER OF LLC, 1HR/MO, 0HRS/DAY DURING SECURITY TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-14 |
| S65 | Uniform Investment Adviser Law Examination | 1994-12-12 |
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