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900 Technology Way Suite 130, Libertyville, IL 60048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-08 |
| IL | RA | APPROVED | 2012-10-16 |
| TX | RA | APPROVED_RES | 2012-10-16 |
Branch Locations
900 Technology Way Suite 130, Libertyville, IL 60048 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2012 | Present |
| Inspirion Wealth Advisors, Llc | Libertyville | IL | 12/2014 | Present |
1. NON-VARIABLE INSURANCE; INVESTMENT RELATED; 900 TECHNOLOGY WAY STE 130 LIBERTYVILLE, IL 60048; FIXED INSURANCE; AGENT; START DATE: 8/4/2010; APPROX 2 HRS/MO SELL HEALTH, LIFE, DISABILITY, LTC, FIXED ANNUITIES 2.PKS FINANCIAL SERVICES; INVESTMENT RELATED 80 STATE ST, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS START DATE: 11/16/12 3. INSPIRION WEALTH ADVISORS, LLC, 900 TECHNOLOGY WAY, STE 130, LIBERTYVILLE, IL 60048. INVESTMENT RELATED, RIA, 9/2015-PRESENT. TITLE: IAR, 160 HOURS/MONTH DURING TRADING. DUTIES: MANAGE CLIENT ACCOUNTS AND FINANCIAL PLANNING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-02 |
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