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200 W River Dr Suite 16, St Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-13 |
Branch Locations
200 W River Dr Suite 16, St Charles, IL 60174 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Thrivent Financial | Downers Grove | IL | 09/2016 | 09/2020 |
| Rewired Planning, Llc | Geneva | IL | 02/2021 | 08/2022 |
| Pcfo, Llc | St Charles | IL | 01/2020 | Present |
| Pcfo Capital, Llc | St Charles | IL | 11/2024 | Present |
-independent licensed insurance agent with PCFO, LLC -owner of PCFO, LLC. PCFO, LLC offers services which may include, but are not limited to: insurance, business consulting, coaching, executive training, accounting services such as tax prep, tax planning, basic accounting, and education.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
| S66 | Uniform Combined State Law Examination | 2011-03-10 |
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