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5502 Hixson Pike Suite G, Hixson, TN 37343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-07 |
| IL | RA | APPROVED | 2023-07-27 |
Branch Locations
5502 Hixson Pike Suite G, Hixson, TN 37343 • United States
Naperville, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Foundations Solutions, Llc | Naperville | IL | 02/2020 | Present |
| Abbvie Inc | Chicago | IL | 01/2013 | 09/2020 |
| Bellwether Investment Group, Llc | Naperville | IL | 07/2023 | Present |
| Mainstay Capital Advisors | Granger | IN | 04/2023 | 05/2023 |
1) Wealth Foundation Solutions, LLC; not investment-related; 4475 Sassafras Lane, Naperville, IL 60564; insurance; Owner; Started 02/2020; approximately 20 hours per month, 0 during securities trading hours; insurance sales. 2) Zoller, Swanson and Companynot investment-related; 137 N Oak Park Ave, #320, Oak Park, IL 60301; tax services; Tax Preparer & Reviewer; Started 01/2024; approximately 60 hours per month, all during securities trading hours, tax preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-03 |
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