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Kildeer, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-21 |
| WI | RA | APPROVED | 2025-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Investment Advisors, Llc | Sylvania | OH | 06/2012 | 12/2017 |
| Resolute Wealth Advisor, Inc. | Findlay | OH | 12/2017 | 06/2021 |
| Mariner Platform Solutions | Kildeer | IL | 06/2021 | 03/2025 |
| Kona Financial Planning | Kildeer | IL | 06/2021 | Present |
| Whealthy Empowerment Network | Kildeer | IL | 12/2024 | Present |
1) KONA FINANCIAL PLANNING; INVESTMENT RELATED; 20780 W. CHARTWELL DRIVE, KILDEER, IL 60047; INVESTMENT ADVISOR FIRM DBA NAME;OWNER; 06/2021; APPROX. 160 HOURS PER MONTH DURING TRADING HOURS; PROVIDING INVESTMENT ADVISORY SERVICES AS DBA NAME FOR REGISTERED INVESTMENT ADVISOR FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-11 |
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