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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-22 |
Branch Locations
1509 N Milwaukee Ave, Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Latino Youth High School | Chicago | IL | 08/2013 | 06/2023 |
| 818 Capital Group, Llc | Libertyville | IL | 06/2023 | Present |
| Money Concepts Capital Corp. | Palm Beach Gardens | FL | 11/2023 | 04/2026 |
| Harbour Investments, Inc. | Madison, Wi | WI | 09/2025 | Present |
| The Tranel Financial Group | Libertyville | IL | 06/2023 | Present |
1. The Tranel Financial Group - Financial Advisor 2. 818 Capital Group, LLC; Salaried Employee Since June 2023. 3 Total Hrs per month. 3 hours a month during securities trading hours. 3. Independent Insurance Agent which may include Equity Indexed Annuities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-09 |
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