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1 E 22Nd Street Suite 405, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-09-29 |
| WI | RA | APPROVED | 2017-02-27 |
| AZ | RA | APPROVED | 2017-01-01 |
| TX | RA | APPROVED_RES | 2016-05-09 |
| IL | RA | APPROVED | 2013-01-14 |
Branch Locations
1 E 22Nd Street Suite 405, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athena Advisor Services, Llc | Des Plaines | IL | 07/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2013 | Present |
1) ATHENA ADVISOR SERVICES, DBA ATHENA PRIVATE WEALTH IS AN RIA. 680 LEE STREET, DES PLAINES, IL 60016. PARTNER AND WEALTH ADVISOR. IT REPRESENTS 70-80% OF MY DUTIES. 07/2013. 2) ATHENA GLOBAL ENERGY SOLUTIONS. OPI. PRIVATE C CORP. PASSIVE SHAREHOLDER, NO ROLE OR INCOME FROM THIS HOLDING. 01/2013. 3) City Towne Lofts-Not investment related-525 N. Halsted St, Chicago, IL 60642-Create financial proposal for special assessment vote-Special Assessment Committee Member-2/17/2019-10 hrs/mth-0 during trading hrs-Work with committee to contact all owners for Special Assessment Vote. Work with Committee to determine best financing for proposed deck. 4) Volunteer Firefighter at Ogden Dunes Volunteer Fire Department. 5) Ogden Dunes Amateur Radio Club Treasurer. I collect dues and pay expenses. I also am a member and actively support and spread the science and hobby of Ham Radio.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-16 |
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