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903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-01 |
Branch Locations
903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States
500 Park Blvd, Itasca, IL 60143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cofg Advisors, Llc | Itasca | IL | 04/2026 | Present |
| Lpl Financial Llc | Itasca | IL | 09/2009 | 10/2016 |
| Commonwealth Financial Network | Itasca | IL | 10/2016 | 04/2026 |
1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) First Midwest Financial Services; Not investment-related; Same address; Former Third-Party Administrator (TPA) service provider; President; Overseeing closure of business; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-05 |
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