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565 Fox Glen Ct., Barrington, IL 60010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2021-06-16 |
| IL | RA | APPROVED | 2021-05-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atkins And Associates | Cary | IL | 02/2014 | 05/2021 |
| Mjg Construction, Llc | Barrington | IL | 01/2009 | Present |
| Heritage Realty Group, Inc | Barrington | IL | 06/1988 | Present |
| Kingsview Asset Management | Chicago | IL | 04/2017 | 10/2017 |
| Significant Wealth Partners Inc. | Cary | IL | 07/2018 | 05/2021 |
| Simplified Wealth Management, Llc | Barrington | IL | 04/2021 | Present |
| Michael Graft, Jr., Sole Proprietor | Barrington | IL | 02/2014 | Present |
| Our Family Office, Llc | Barrington | IL | 06/2021 | Present |
Michael Graft, Jr., Sole Proprietor; Barrington, IL; Insurance Agent; Fixed Insurance Sales; Investment Related; Approximately 2 hours per month spent on this activity; Approximately 1 hour per month during trading hours; Started 02/2014. MJG Construction, LLC; Barrington, IL; Non-investment Related; Manager/Field Coordinator; Manage construction projects; Approximately 140 hours per month spent; Approximately 100 hours during trading hours; Started 01/2009. The Heritage Realty Group, Inc.; Barrington, IL; Investment Related; Managing Broker; Real Estate Brokerage; Approximately 16 hours per month spent; Approximately 5 hours during trading hours; Started 06/1988. Our Family Office, LLC; Barrington, IL;Investment Related;Licensed Insurance Agent; Insurance Sales; Approximately 2 hours per month spent; Approximately 1 hour during trading hours; Started 06/2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
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