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Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-08
IL RA APPROVED 2022-03-21
  • TX RA
    APPROVED
    Since 2022-09-08
  • IL RA
    APPROVED
    Since 2022-03-21

Branch Locations

Crystal Lake, IL • United States

2571 Division Street, Joliet, IL 60435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Voyager Group, Ltd. Joliet IL 06/2006 Present
176 West Joliet IL 12/2012 Present
Joliet Country Club Joliet IL 09/2014 Present
  • 06/2006 → Present
    The Voyager Group, Ltd.
    Joliet, IL
  • 12/2012 → Present
    176 West
    Joliet, IL
  • 09/2014 → Present
    Joliet Country Club
    Joliet, IL
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-19
S63 Uniform Securities Agent State Law Examination 2012-09-20
  • S65 Uniform Investment Adviser Law Examination
    2022-03-19
  • S63 Uniform Securities Agent State Law Examination
    2012-09-20

View on SEC IAPD

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