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225 West Jefferson Avenue, Suite 2, Naperville, IL 60540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-07-26 |
Branch Locations
225 West Jefferson Avenue, Suite 2, Naperville, IL 60540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial | Seattle | WA | 11/2017 | 03/2020 |
| The University Of Arizona | Tucson | AZ | 07/2012 | 09/2017 |
| Demont Family Swim School | Tucson | AZ | 08/2017 | 12/2017 |
| Tucson Raquet Club | Tucson | AZ | 01/2018 | Present |
| Levin Funding Group | Tucson | AZ | 06/2020 | 07/2022 |
| Arizona Swim Camp Llc | Tucson | AZ | 06/2015 | Present |
| Windrock Wealth Management Llc | Tucson | AZ | 07/2022 | Present |
ARIZONA SWIM CAMP, LLC CAMP DIRECTOR SUMMER YOUTH SWIM CAMP SINCE 06/2015 NOT INVESTMENT RELATED YOUNG TAX PROFESSIONALS MEMBER EDUCATION SINCE 11/2019 2 HRS PER MONTH NOT INVESTMENT RELATED SOUTHERN ARIZONA ESTATE PLANNING COUNCIL MEMBER SINCE 11/2019 3 HRS PER MONTH NOT INVESTMENT RELATED MECP2 DUPLICATION FOUNDATION COMMITTEE MEMBER NON PROFIT DISEASE FOUNDATION SINCE 09/2018 1 HOUR PER MONTH NOT INVESTMENT REALTED INSURANCE AGENT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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