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2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-11 |
| IL | RA | APPROVED | 2024-03-27 |
Branch Locations
2800 West Higgins Road Suite 1025, Hoffman Estates, IL 60169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Christian Foundation | Alpharetta | GA | 04/2019 | 05/2024 |
| Orchard Ministry Development | Barrington | IL | 07/2015 | 05/2024 |
| Gibbs & Associates | Schaumburg | IL | 10/2009 | 04/2019 |
| Clearwater Capital Partners | Hoffman Estates | IL | 06/2024 | Present |
Oak 4NW LLC, non-investment related, 2300 Barrington Rd, Suite 220, Hoffman Estates, IL 60189 , Real Estate rental, Managing Member, start date: 05/2023, 3 hours per month, 0 hours per month during securities trading hours, duties include management of the LLC with respect to oversight of management company, cashflows, reporting, and taxes. Maple 323 LLC, non-investment related, 2300 Barrington Rd, Suite 220, Hoffman Estates, IL 60189 , Real Estate rental, Member, start date: 12/2022, 1 hour per month, 0 hours per month during securities trading hours, duties include management of the LLC with respect to oversight of management company, cashflows, reporting, and taxes. BlueViews LLC, non-investment related, 9602 Estate Thomas Ste. 5 Office 1, St. Thomas, USVI 00802-2616, Real Estate rental, Managing Member, start date: 03/2024, 4 hours per month, 0 hours per month during securities trading hours, duties include management of the LLC with respect to oversight of management company, cashflows, reporting, and taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-27 |
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