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4722 Main St., Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-29 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Equities, Inc | Solon | OH | 12/2012 | 09/2016 |
| Landolt Securities Inc. | Antioch | IL | 03/2017 | 02/2024 |
| Ifs Securities | Atlanta | GA | 09/2016 | 12/2016 |
| Asset Strategies Inc | Lisle | IL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-20 |
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