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111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-06 |
| IL | RA | APPROVED | 2024-08-03 |
Branch Locations
1 Westbrook Corporate Center Ste 300, Westchester, IL 60154 • United States
111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larson Financial Group, Llc | Clarendon Hills | IL | 01/2010 | 06/2017 |
| Larson Financial Securities, Llc | Clarendon Hills | IL | 08/2010 | 06/2017 |
| Kestra Investment Services, Llc | Villa Park | IL | 06/2017 | 01/2021 |
| Favia Group | Villa Park | IL | 06/2017 | 01/2021 |
| Raymond James Financial Services, Inc. | Villa Park | IL | 01/2021 | 08/2024 |
| Crux Wealth Advisors, Llc | Villa Park | IL | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Villa Park | IL | 01/2021 | 08/2024 |
| Arete Wealth Management | Chicago | IL | 08/2024 | Present |
(1)Name of Business: Address: 322 Judson St, Bensenville, IL, 60106, United States Activity Type: Other Position/Title: Musician Investment Related: No Start Date: 01/01/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Occasional work as paid musician for private events such as weddings, etc. (2)Name of Business: Crux Insurance Agency Address: 333 S Ardmore Ave, Villa Park, IL, 60181-2943, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Working with clients to implement any term, disability, long term care, or indexed insurance, along with fixed annuities and SPIAs when applicable. (3) Crux Wealth Advisors, LLC-Employee, Investment Advisor Representative; Westchester, IL; 140 hours a month during trading hours, Start date: 02/2021. (4) Real Estate-Purchase of investment real estate for purposes of short-term rentals; Bensenville, IL; 15 hours, 0 during trading hours; Start date: 12/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-02 |
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