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Account
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1615 5Th Avenue, Moline, IL 61265 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-19 |
Branch Locations
1615 5Th Avenue, Moline, IL 61265 • United States
303 W Erie St Ste 311, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Planning Center, Inc. | Moline | IL | 08/2024 | Present |
| Brigham Young University | Provo | UT | 09/2017 | 08/2022 |
| Ispot Tv | Orem | UT | 05/2022 | 03/2023 |
| Department Of Defense, Navsea | Washington | DC | 02/2023 | 02/2024 |
| Spring Health | Chicago | IL | 01/2024 | Present |
| Palomar College | San Marcos | CA | 08/2016 | 09/2017 |
| Brigham Young University | Provo | UT | 09/2019 | 12/2020 |
| Potter Handy Llp | Provo | UT | 04/2021 | 09/2022 |
| Jcpenney | Salt Lake City | UT | 08/2021 | 05/2022 |
Sarah Rebecca Coaching; not investment-related; Chicago, IL; Life/Executive/Career Coaching; Owner/Coach; started 11/2021; approximately 48 hours per month; 10 hours during securities trading hours; coaching and administrative work.
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