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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-22 |
Branch Locations
1509 N Milwaukee Ave, Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jewel Osco | Palatine | IL | 07/2016 | 05/2022 |
| The Tranel Financial Group | Libertyville | IL | 06/2022 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 01/2023 | 04/2026 |
| William Rainey Harper College | Palatine | IL | 08/2018 | 05/2020 |
| Northern Illinois University | Dekalb | IL | 08/2020 | 05/2022 |
| Harbour Investments, Inc. | Madison | WI | 09/2025 | Present |
| 818 Capital Group, Llc | Sarasota | IL | 06/2022 | Present |
1) The Tranel Financial Group – DBA 2) 818 Capital Group, LLC | 1509 N. Milwaukee Avenue, Libertyville, IL 60048 | Employee | Description: Perform various tasks to serve clients of the firm | Beginning 6/2023 | 3 hours per month, 3 during trading hours | Paid position | Investment related 3) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-16 |
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