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Glenview, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Threshold Wealth Advisors Llc | Glenview | IL | 12/2025 | Present |
| Threshold Partners Llc | Princeton | NJ | 01/2001 | 06/2026 |
- Name of other business: July Ventures LLC - Investment-related: Yes - Address: 115 N Spincaster Court Spring TX 77389 - Nature of the other business: Venture Capital firm - Position/title/duties: Advisor - Start date: 07/2020 - Approximate number of hours/month devoted to the other business: Less than 1 - Number of hours devoted during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-08 |
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