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318 W Adams St 10Th Floor, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2014-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Better Business Planning Inc. | Itasca | IL | 12/1977 | Present |
| Rcm Wealth Advisors | Itasca | IL | 08/2014 | Present |
BETTER BUSINESS PLANNING, INC. 125 W. ORCHARD ITASCA IL 60143. NOT INVESTMENT-RELATED. EMPLOYEE BENEFIT SALES FIRM. PRESIDENT WITH 90% OWNERSHIP. 144 HOURS PER MONTH DEVOTED TO BETTER BUSINESS PLANNING, INC. DUTIES- ADMINISTRATIVE FUNCTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-18 |
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