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20 N. Wacker Drive Suite 2027, Chicago, IL 60606-2902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-22 |
Branch Locations
489 Taft Avenue, Glen Ellyn, IL 60137 • United States
20 N. Wacker Drive Suite 2027, Chicago, IL 60606-2902 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kentucky Utilities | Chicago | IL | 08/2015 | 05/2017 |
| Sargent And Lundy | Chicago | IL | 06/2017 | 06/2018 |
| Burns And Mcdonnell | Chicago | IL | 06/2018 | 01/2024 |
| Caps Financial Group | Glen Ellyn | IL | 01/2024 | Present |
| North Star Investment Management Corporation | Chicago | IL | 02/2024 | Present |
CAPS Financial Group, investment-related, Glen Ellyn, Illinois, financial planning, Financial Advisor, 01/2024, 10 hrs/mo , 10 hrs/mo, offering services, which are provided through North Star.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-03 |
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