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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxford Financial Group, Ltd | Carmel | IN | 05/2013 | 02/2021 |
| Financial Illuminations Advisors, Llc | Chicago | IL | 06/2021 | Present |
| Entrepreneur | Chicago | IL | 02/2021 | 06/2021 |
RISECRANCE CHICAGO FOUNDATION BOARD BOARD MEMBER NON PROFIT SINCE 02/2017 NOT INVESTMENT RELATED ROSECRANCE HEALTH NETWORK BOARD MEMBER SINCE 08/2022 NOT INVESTMENT RELATED YPO CHICAGOLAND - BOARD OF DIRECTORS SPOUSAL FORUM CHAIR SINCE 06/2019 NOT INVESTMENT RELATED INSURANCE LICENSED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-17 |
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