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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-14 |
| TX | RA | APPROVED_RES | 2020-11-18 |
| MI | RA | APPROVED | 2018-03-30 |
| IL | RA | APPROVED | 2011-02-17 |
Branch Locations
27575 Ferry Road Suite D, Warrenville, IL 60555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Streamline Financial | Naperville | IL | 07/2008 | Present |
| Lasalle St. Securities, Llc | Naperville | IL | 02/2011 | Present |
| Lasalle St. Investment Advisors, Llc | Naperville | IL | 02/2011 | Present |
FIXED INSURANCE; INDEPENDENT INSURANCE AGENT TO FINANCIAL PLANNING CLIENTS - 8/2008. LESS THEN 1 HOUR PER WEEK; LASALLE ST. INVESTMENT ADVISORS, LLC - RIA; KINGDOM ADVISORS, MEMBER,5/2014 NON-PROF ORG, WEBSITE W/RESOURCES, NO FIN INT, 0 TIME; www.livegivemore.com Non-investment-related website offering written content around generosity and giving. The DIY Retirement Plan- coaching videos for people that want to plan for their retirements without have an advisor/broker on their accounts. Wealth Beyond Riches - educational pod cast. Member of the Board for Gospel Patrons, a nonprofit organization focused on raising up the next generation of Gospel Patrons.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-18 |
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