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1020 Park Dr #213, Flossmoor, IL 60422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-02-16 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| 1St Capital Insurance Group, Llc | Chicago | IL | 09/2010 | Present |
| Polaris Wealth Management, Llc | Flossmoor | IL | 01/2021 | Present |
I sell Life Insurance and Annuities as a broker-agent through my organization, 1st Capital Insurance Group. Show Host; WCPT AM-820 Radio Show; Is the business investment related: No; Location of the business: 5475 N. Milwaukee Chicago IL 60654 United States; Description of the business: I am working on a public-access radio show that has nothing to do with my IAR work with Polaris or any other financial firm.; Responsibilities Duties: Daily Talk show; Start date with business: 2024-02-05; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-09 |
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