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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-08 |
| IL | RA | APPROVED | 2022-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Voyager Group, Ltd. | Joliet | IL | 06/2006 | Present |
| 176 West | Joliet | IL | 12/2012 | Present |
| Joliet Country Club | Joliet | IL | 09/2014 | Present |
TRINITY LUTHERAN CHURCH - CHURCH COUNCIL POSITION: co-chair worship & spiritual life. NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 508 N Cedar Rd, New Lenox IL 60451, United States DESCRIPTION: My duties are to train & schedule elders to cover services. I also prepare an attendance report monthly to present at each monthly meeting. The report counts number of attendees and is compared to previous year counts to watch for trends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-20 |
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