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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-03 |
| IL | RA | APPROVED | 2015-09-22 |
Branch Locations
1827 Walden Office Square, Suite 275, Schaumburg, IL 60173 • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ausdal Financial Partners | Davenport | IA | 09/2015 | Present |
1. INSURANCE SALES; BCH INSURE, LLC ; SCHAUMBURG, IL; AGENT; ACTIVITY BEGAN 3/2010; APPX 20 HRS PER MONTH WITH 15 DURING TRADING HRS ARE DEVOTED TO THIS ACTIVITY; INVESTMENT RELATED. INDEPENDENT AGENT OFFERING ALL LINES OF INSURANC; SALE OF VARIOUS INSURANCE PRODUCTS. 2. Total Administrative Service Corporation (TASC), Madison, WI. Agent since 1/2016. Admin Services. Some of our small business owners have Admin needs. TASC is a 3rd party company that helps us provide solutions for those clients. Approximately less than 1 hour a month will be devoted to this activity all during trading hours. This is not an investment related activity. TASC offers 3rd party admin solutions for small business owners. My role is to help facilitate the connection between those services and our customer's needs. Income is commission based. 3.BCH WEALTH MANAGEMENT; INVESTMENT RELATED; SCHAUMBURG, IL; PARTNER; ACTIVITY BEGAN IN 12/2019; I DEVOTE 200 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; AIDE IN DAILY DECISION MAKING REGARDING OPERATIONS AND LONG TERM PLANNING. 4. BCH INSURE, LLC; INVESTMENT RELATED; SCHAUMBURG, IL; INSURANCE SALES; PARTNER; ACTIVITY BEGAN 04/23; I DEVOTE APPX 5 HOURS PER MONTH TO THIS ACTIVITY WITH ALL OF THOSE HOURS DURING TRADING HOURS; INSURANCE AGENCY USED FOR THE SALE OF VARIOUS NON-VARIABLE INSURANCE PRODUCTS. 5. GATEWAY INSURANCE COMPANY; NOT INVESTMENT RELATED; ORLAND PARK, IL; PROPERTY AND CASUALTY INSURER; BOARD MEMBER; ACTIVITY BEGAN 05/2026; I DEVOTE ONE HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS; SERVE AS IL RESIDENT BOARD MEMBER AND ATTEND QUARTERLY MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-03 |
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