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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-28 |
| NH | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED | 2024-12-04 |
| FL | RA | APPROVED | 2024-09-23 |
| IN | RA | APPROVED | 2024-01-10 |
| MN | RA | APPROVED | 2023-08-02 |
| OH | RA | APPROVED | 2023-07-16 |
| DC | RA | APPROVED | 2023-03-30 |
| CA | RA | APPROVED | 2023-01-19 |
| ME | RA | APPROVED | 2023-01-19 |
| IL | RA | APPROVED | 2023-01-09 |
| MI | RA | APPROVED | 2023-01-09 |
Branch Locations
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
59757 48Th Ave., Lawrence, MI 49064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kampgrounds Of America | Benton Harbor | MI | 03/2018 | 10/2018 |
| Tru-Colour Bandages | Warrenville | IL | 09/2014 | 08/2020 |
| Streamline Financial Services | Warrenville | IL | 07/2019 | 08/2020 |
| Cornerstone University | Grand Rapids | MI | 09/2020 | 01/2022 |
| Cornerstone University | Grand Rapids | MI | 11/2020 | 01/2022 |
| First United Cu | Grandville | IL | 04/2021 | Present |
| Meisenheimer Homeschool Academy | Benton Harbor | MI | 08/2011 | 08/2020 |
| Lasalle St. Investment Advisors, Llc | Elmhurst | IL | 02/2022 | Present |
310 Wealth Planning, LLC: Grand Rapids, MI: Financial planning/advice/Fee based planning business as LSIA rep/Marketing/Operations/Content creations Go Mission Trip, LLC- assisting ministries, missionaries, pastors, and others with trip insurance, temporary health insurance, and others. working on a commission/hourly basis Fixed Insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-07 |
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