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1701 East Woodfield Road Suite 810, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| IL | RA | APPROVED | 2025-12-03 |
Branch Locations
1701 East Woodfield Road Suite 810, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essence Capital Group | Cary | IL | 12/2007 | 06/2017 |
| Atkins & Associates | Cary | IL | 04/2014 | 12/2023 |
| Capital Management Consultants, Inc. | Deerfield | IL | 09/2016 | 09/2022 |
| Significant Wealth Partners Llc | Cary | IL | 07/2018 | 01/2026 |
| Wealth Builder Funds, Llc | Cary | IL | 01/2024 | 11/2025 |
| Atkins & Associates | Cary | IL | 12/2007 | 12/2023 |
| Significant Wealth Partners Llc | Arlington Heights | IL | 05/2018 | 01/2026 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2025 | Present |
| Wealth Builder Funds, Llc | Cary | IL | 01/2024 | 11/2025 |
| Stephen Smith Financial Inc. | Schaumburg | IL | 11/2025 | Present |
| Stephen Smith Insurance | Arlington Heights | IL | 11/2025 | Present |
1. Author; Not Investment Related: Arlington Heights, IL; Author; Position: Owner; Start Date: 11/2022; Approx. 0 hours a month; Approx 0 hours during trading; Author. 2. Stephen Smith Insurance; Yes, Investment Related; 36 North Lincoln Lane, Arlington Heights IL 60004; Insurance Sales; POSITION Owner; Start Date 11/2025; Approx. 40 hours a month; Approx. 40 hours during trading; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-27 |
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