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2158 W Belle Plaine Apt 2, Chicago, IL 60618 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-09 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Kruse Asset Management | Chicago | IL | 06/2016 | 06/2018 |
| Christian Tax Law | Chicago | IL | 06/2017 | 03/2019 |
| Unifin | Skokie | IL | 08/2018 | 09/2019 |
| Unifin | Skokie | IL | 08/2018 | 09/2019 |
| Andersonville Wine And Spirits | Chicago | IL | 04/2020 | 11/2021 |
| Glunz Tavern | Chicago | IL | 11/2021 | 03/2023 |
| Wendella Tour And Cruises | Chicago | IL | 06/2022 | Present |
| Menominee Capital | Chicago | IL | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-23 |
| S66 | Uniform Combined State Law Examination | 2014-05-20 |
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