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1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-04-18 |
Branch Locations
3500 Lacy Road Suite 700, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton | IL | 08/2015 | 04/2018 |
| Imst Distributors, Llc | Wheaton | IL | 04/2016 | 09/2016 |
| Kaizen Advisory, Llc | Wheaton | IL | 12/2015 | 04/2018 |
| Invesco | Downers Grove | IL | 04/2018 | Present |
S.E. GROSS PARENT TEACHER ORGANIZATION (PTO); NOT INVESTMENT RELATED; 3524 MAPLE AVE, BROOKFIELD, IL 60513, USA; STRENGTHEN AND ENHANCE THE EDUCATION AND SOCIAL ENVIRONMENT AT S.E. GROSS MIDDLE SCHOOL; TREASURER; START: 09/2025; 3-5 HRS/MO, NOT DURING TRADING HOURS; MAINTAIN ACCURATE AND UP-TO-DATE FINANCIAL RECORDS. MONITOR INCOME AND EXPENSES TO ENSURE ALIGNMENT WITH THE APPROVED BUDGET. RECONCILE BANK STATEMENTS MONTHLY. PREPARE THE ANNUAL BUDGET IN COLLABORATION WITH THE EXECUTIVE BOARD. PRESENT BUDGET UPDATES AND FINANCIAL REPORTS AT PTO MEETINGS. OVERSEE COLLECTION AND DISBURSEMENT OF FUNDS. DEPOSIT FUNDS PROMPTLY AND MANAGE PETTY CASH IF APPLICABLE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-01 |
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