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1733 Park Street Suite 350, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-17 |
| IL | RA | APPROVED | 2023-05-06 |
Branch Locations
1733 Park Street Suite 350, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lantz Financial Llc | Naperville | IL | 03/2018 | Present |
| Sears Holdings | Naperville | IL | 01/2016 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-06 |
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