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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-19 |
| IL | RA | APPROVED | 2009-08-25 |
Branch Locations
3077 West Jefferson Street Suite 200, Joliet, IL 60435 • United States
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | Joliet | IL | 08/2009 | Present |
SELL INSURANCE THROUGH A VARIETY OF PROVIDERS - LIFE, ANNUITIES, LONG TERM CARE, HEALTH AND DISABILTY. MINIMAL TIME SPENT ON THIS BUSINESS. LLC FORMATION; INVESTMENT RELATED; JOLIET,IL; ADVANCED TAX PLANNING SERVICES AND BUSINESS CONSULTING; OWNER; ACTIVITY WILL COMMENCE ONCE LLC IS FORMED; I WILL DEVOTE APPX 20 HOURS PER MONTH TO THIS ACTIVITY WITH 10 OF THOSE HOURS DURING TRADING HOURS; PROVIDE CONSULTING SERVICES AND WORK WITH OTHER EXPERTS TO IMPLEMENT ADVANCED TAX MITIGATION SERVICES TO CLIENTS WHEN APPROPRIATE. BERMAN HEALTH CCM,LLC; NOT INVESTMENT RELATED; JOLIET, IL; HEALTHCARE SOFTWARE LICENSES; OWNER; ACTIVITY BEGAN 11/2025; I DEVOTE APPX 10 HOURS PER MONTH TO THIS ACTIVITY WITH ONE OF THOSE HOURS DURING TRADING HOURS; FINANCIAL PAPERWORK FOR LLC AND STUDYING ABOUT CHRONIC CARE MANAGEMENT SYSTEMS, TECHNOLOGY AND ASSOCIATED TAX REGULATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-03 |
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