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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-07-19 |
Branch Locations
900 E 162Nd St., South Holland, IL 60473 • United States
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluegrass Capital Advisors, Llc | S Holland | IL | 07/2011 | Present |
| Private Client Services | Louisville | KY | 06/2016 | 03/2017 |
| Village Of South Holland | South Holland | IL | 05/1990 | Present |
| Blueprint Financial Advisors | South Holland | IL | 07/2022 | Present |
1) Trustee, Village of South Holland, IL. 16226 Wausau Ave South Holland, IL 60473. Oversee economic development and code enforcement departments. Non-investment related, approximately 10 hours/month, 1 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-14 |
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