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4722 Main Street, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-15 |
Branch Locations
4722 Main Street, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charis Financial Group | Uniontown | PA | 09/1998 | Present |
| Questar Capital Corporation | Minneapolis | MN | 03/2009 | 05/2017 |
| Questar Asset Management | Minneapolis | MN | 03/2009 | 05/2017 |
| Forest Securities, Inc. | Chicago | IL | 05/2017 | Present |
| Avellino Financial Advisors, Inc. | Uniontown | PA | 05/2017 | Present |
EARL C. STEVENSON JR., CLU, CHFC SALE OF INSURANCE PRODUCTS INVESTMENT RELATED, APPROX 2 hrs/mo may occur during market hours, START DATE: 04/28/2015 Avellino Financial Advisors, Inc. INVESTMENT ADVISOR REPRESENTATIVE NATURE: INVESTMENT ADVISORY INVESTMENT RELATED, APPROX 20 HRS PER MONTH; MAY OCCUR DURING MARKET HOURS; SECURITIES TRADING HOURS:20 START DATE: 03/11/2009 TAX PREPARATION ENROLLED AGENT W/ IRS; APPROX 10 HRS/MO MAY OCCUR DURING MARKET HOURS; STARTED 03/10/2009 CHARIS FINANCIAL GROUP, LLC PERSONAL SERVICE CORP/DBA; NOT INVESTMENT RELATED; >1 HR PER MO; MAY OCCUR DURING MARKET HOURS STARTED 1998
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-04 |
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