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1701 East Woodfield Road Suite 810, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-04 |
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 |
|---|---|---|---|---|
| Atkins & Associates | Cary | IL | 01/2017 | Present |
| Swk Technologies | Skokie | IL | 04/2017 | 05/2017 |
| Unemployed | Cary | IL | 08/2016 | 03/2017 |
| Patina Solutions | Milwaukee | WI | 10/2015 | 09/2017 |
| Significant Wealth Partners Llc | Cary | IL | 08/2018 | Present |
| Zierick Manufacturing | Woodridge | IL | 06/2018 | 06/2019 |
| Self Employed | Crystal Lake | IL | 10/2014 | 01/2017 |
| Capital Management Consultants | Cary | IL | 08/2017 | 01/2019 |
Insurance and Fixed Annuity Sales, June 1, 2017- Present. 120 hours a month. Consultants and Significant Wealth Partners.; Location of the business : Deerfield, IL 60015; Position Title : Investment Adviser Representative; Responsibilities Duties : Investment advisor; Start date with business : 2017-01-01; Hours devoted to business during trading hours : 10; Hours devoted to business outside trading hours : 10; Percentage of total yearly compensation expected to be derived from the business : 5;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-27 |
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