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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-01-04 |
Branch Locations
201 N. Constitution Dr., Aurora, IL 60506 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Perspective Advisors Llc | Aurora | IL | 07/2011 | 12/2021 |
| Ausdal Financial Partners, Inc. | Davenport | IA | 07/2011 | 12/2021 |
| Hightower Advisors | Chicago | IL | 12/2021 | Present |
1) CLEAR PERSPECTIVE ADVISORS LLC; RIA; 40 HOURS A WEEK all during trading hours; PRINCIPAL 201 N CONSTITUTION DRIVE, STE 2 AURORA, IL 60506 PURCHASED 7/15/11. Investment related. Compensation is commission based. 2) DUNHAM FUND, AURORA, IL; PRIVATE FOUNDATION PROVIDING GRANTS TO LOCAL NON PROFITS; BOARD MEMBER SINCE 4/2006; 40 APPROXIMATELY 40 HOURS A MONTH ARE DEVOTED TO THIS ACTIVITY OF WHICH 5-10 HOURS ARE DURING TRADING HOURS. DUNHAM FUND; PRIVATE FOUNDATION PROVIDING GRANTS TO LOCAL NON PROFITS; BOARD MEMBER; I AM PAID AS A BOARD MEMBER BY MEETINGS ATTENDED AND A QUARTERLY FEE. THIS IS NOT AN INVESTMENT RELATED ACTIVITY. 3) PLUM LANDING, Aurora Illinois; BOARD MEMBER since May/2006; 1 HOUR A WEEK; NON PROFIT RETIREMENT HOME - MEIGHL FUND. Not an investment related activity. No compensation received for this activity. 4) INSURANCE SALES AND SERVICE; AGENT SINCE 7/2011. APPROXIMATELY 5-10 HOURS A MONTH ARE DEVOTED TO THIS ACTIVITY ALL DURING TRADING HOURS. ABOUT ONE HOUR PER WEEK ON FIXED PRODUCTS. THIS IS NOT AN INVESTMENT RELATED ACTIVITY. COMMISSION BASED INCOME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-09 |
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