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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-27 |
| IL | RA | APPROVED | 2014-03-17 |
Branch Locations
2001 Butterfield Road Suite 501, Downers Grove, IL 60515 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc | Jenison | MI | 02/2014 | Present |
| The Bjf Properties Llc | Glen Ellyn | IL | 04/2013 | Present |
| Alpha Wealth Group | Oakbrook Terrace | IL | 02/2014 | Present |
| Illinois Retirement Institute, Llc | Oakbrook Terrace | IL | 10/2017 | Present |
1) 08/2012 - PRESENT, ALPHA WEALTH GROUP, 1815 S. MEYERS RD. OAKBROOK TERRACE, IL 60181, EXECUTIVE OFFICER, INSURANCE SALES, FIX ANNUITIES HOURS DEDICATED: 20-30/WEEK (20-30/WEEK DURING TRADING HOURS) 2) 01/2014 - PRESENT, BJF PROPERTIES LLC, GLEN ELLYN, ILLINOIS, OWNS ONE COMMERCIAL AND ONE RESIDENTIAL PROPERTY. NEITHER MANAGE NOR OVERSEE/TAXES & PAPERWORK HELP. HOURS DEDICATED: 0-1/WEEK (0-1/WEEK DURING TRADING HOURS) 3) 10/2017 - Present, Illinois Retirement Institute, LLC, not investment related 1815 S. MEYERS RD. OAKBROOK TERRACE, IL 60181, educational retirement workshops, 20 hrs/mo 6 hrs/mo during trading; conducting classes presenting information on taxes, market risk, estate planning and asset protection for pre-retirees and retirees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-30 |
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