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444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-01 |
| AZ | RA | APPROVED | 2025-10-23 |
Branch Locations
Queen Creek, AZ • United States
444 N. Michigan Avenue Suite 3150, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Freedom Investment Management, Inc. | Hartford | CT | 12/2012 | 07/2025 |
| Geowealth Management Llc | Chicago | IL | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-02 |
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