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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-06-28 |
| OH | RA | APPROVED | 2024-06-28 |
Branch Locations
2200 Lake Ave Suite 100, Fort Wayne, IN 46805 • United States
Shorewood, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 09/2012 | 07/2019 |
| Global Retirement Partners Llc | San Rafael | CA | 04/2019 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
1. Strategic Retirement Partners - Investment Related - At Reported Business Location(s) Start Date: 04/01/2019 - 50 Hours Per Month/50 Hours During Securities Trading. 2. Harvill Pension Consultants, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 04/01/2019 - 4 Hours Per Month/4 Hours During Securities Trading. 3. SRP Ventures, LLC-Investment Related - At Reported Business Location(s) - Passive Investor - Start Date: 03/28/2021- 0 Hours Per Month/0 Hours During Securities Trading. 4. FlexMatch - Investment Related - At Reported Business Location(s) -Sales Representative - Start Date: 05/01/2019 - 5 Hours per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-13 |
| S66 | Uniform Combined State Law Examination | 1996-04-19 |
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