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110 B. Yordy Road, Morton, IL 61550 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 210 Wealth Management | Morton | IL | 06/2024 | Present |
| Cedarville University | Cedarville | OH | 08/2020 | 05/2024 |
| N/A | Morton | IL | 08/2013 | 08/2020 |
210 Financial / Yes, investment related business. / 100 Yordy RD. B., Morton, IL 61550 / Licensed Insurance Agent / June 2024 / 10-15 hours per month. / Offering insurance and annuity products to persons that are also clients of 210 Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
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