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2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-19 |
Branch Locations
2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Club Marriott | Walnut Creek | CA | 06/2018 | 07/2019 |
| Campolindo Cabana Club | Moraga | CA | 04/2018 | 08/2020 |
| Moraga School District | Moraga | CA | 11/2021 | 01/2022 |
| Transamerica Company | Dayton | OH | 03/2022 | 12/2022 |
| Valued Relationships Incorporated | Franklin | OH | 08/2022 | 12/2022 |
| Nnr Global Logistics | Elk Grove Village | IL | 06/2023 | 08/2023 |
| Clearwater Capital Partners | Hoffman Estates | IL | 06/2024 | 10/2025 |
| Unemployed | Moraga | CA | 05/2015 | 08/2016 |
| Campolindo High School | Moraga | CA | 08/2016 | 05/2020 |
| Miami Ohio University | Oxford | OH | 09/2020 | 05/2024 |
| Alhambra Valley Christmas Tree Farm | Martinez | CA | 11/2020 | 12/2020 |
| Moraga School District | Moraga | CA | 11/2022 | 12/2022 |
| Moraga School District | Moraga | CA | 12/2023 | 01/2024 |
| Corner Bar And Grill | Oxford | OH | 04/2023 | 05/2023 |
| Corner Bar And Grill | Oxford | OH | 08/2023 | 05/2024 |
| Clearwater Capital Partners | Hoffman Estates | IL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-19 |
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