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1702 Tullamore Ave Suite B, Bloomington, IL 61704 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-27 |
| IL | RA | APPROVED | 2019-05-13 |
| TX | RA | APPROVED_RES | 2019-05-08 |
Branch Locations
1702 Tullamore Ave Suite B, Bloomington, IL 61704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Asset Advisory Services, Llc | Williamston | MI | 03/2013 | 09/2019 |
| Three Sixty Wealth Management | Bloomington | IL | 01/2006 | Present |
| Cwm, Llc | Omaha | NE | 06/2024 | Present |
FIXED INSURANCE NATURE: Insurance START: 7/1/2006 APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 80 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-23 |
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