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2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-05 |
| WI | RA | APPROVED | 2022-03-21 |
Branch Locations
N19W24400 Riverwood Drive, Suite 250, Pewaukee, WI 53188 • United States
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Financial Group, Inc. | Elm Grove | WI | 08/2016 | 12/2018 |
| Guidant Wealth Advisors | Palatine | IL | 01/2019 | 06/2019 |
| Strategic Wealth Partners | Deerfield | IL | 07/2019 | 03/2022 |
| Jmg Financial Group, Ltd. | Downers Grove | IL | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-11-02 |
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