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1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-05-26 |
Branch Locations
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 01/2020 | Present |
| Visionworks | Springfield | MO | 08/2018 | 05/2019 |
| Visionworks | Lombard | IL | 05/2019 | 12/2019 |
| Wheaton College | Wheaton | IL | 08/2019 | 05/2021 |
| Evangel University | Springfield | MO | 08/2018 | 05/2019 |
| College Of Dupage | Glen Ellyn | IL | 08/2017 | 05/2018 |
| Harvest Investment Services, Llc | Oakbrook Terrace | IL | 08/2015 | 08/2018 |
| Cyt Chicago | Cary | IL | 05/2015 | 08/2018 |
| Newell Chrstian Academy High School | Elmhurst | IL | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-12 |
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