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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-08-25 |
| IL | RA | APPROVED | 2023-01-27 |
Branch Locations
475 N Martingale Rd. Suite 300, Schaumburg, IL 60173 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northshore Asset Management & Tax Advisory Group, Inc | Libertyville | IL | 01/2009 | 04/2018 |
| Capital Asset Advisory Services, Llc | Haslett | MI | 10/2012 | 04/2018 |
| Sound Income Strategies, Llc | Libertyville | IL | 01/2017 | 04/2018 |
| Highpoint Advisor Group, Llc | Downers Grove | IL | 04/2018 | 05/2019 |
| Ausdal Financial Partners, Inc | Davenpot | IA | 05/2019 | 01/2023 |
| Nadler Financial Group | Deerfield | IL | 05/2019 | 01/2023 |
| Mercer Global Advisors Inc. | Schaumburg | IL | 01/2023 | Present |
Medicare supplement sales residual income; Investment-related; Libertyville, IL; Retired Medicare Supplement Agent; Sold Medicare supplements; January 3, 2011; 0 hrs.; 0 hrs.; This is an income stream from residual sales of Medicare supplements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-31 |
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