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200 E Evergreen Ave Suite 127, Mount Prospect, IL 60056-3294 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-26 |
Branch Locations
200 E Evergreen Ave Suite 127, Mount Prospect, IL 60056-3294 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alo Financial Planning | Yuma | AZ | 10/2023 | Present |
| Marine Corps Installations Pacific | Okinawa | 08/2020 | 07/2023 | |
| Bmc Accounting Llc | Jacksonville | NC | 10/2019 | 08/2020 |
| Carr, Riggs & Ingram | Corpus Christi | TX | 01/2019 | 10/2019 |
| Lanza Financial Services, Llc | Pensacola | FL | 02/2018 | 10/2018 |
| Unemployed | Pensacola | FL | 06/2017 | 02/2018 |
| Patriot Pole Fitness Llc | Yuma | AZ | 11/2019 | Present |
| Creative Organizing Solutions Llc, Dba The Neat Boutique | Charleston | SC | 01/2017 | 06/2017 |
| College Of Charleston | Charleston | SC | 09/2016 | 05/2017 |
| La Petite Ecole | Charleston | SC | 08/2016 | 05/2017 |
| Corpus Christi Catholic Community | Charleston | SC | 01/2015 | 01/2017 |
Patriot Pole Fitness LLC; Not investment-related; Private residence in Yuma, AZ; Fitness instruction; Managing Member; Start date: 11/2019; 12 hours per month; 0 hours per month during trading hours; Owner and instructor of fitness classes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
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