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425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-07-27 |
| UT | RA | APPROVED | 2026-01-07 |
| VA | RA | APPROVED | 2026-01-07 |
| CA | RA | APPROVED | 2024-07-31 |
Branch Locations
425 N Martingale Rd Suite 1220, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Virginia | Charlottesville | VA | 01/2016 | 07/2017 |
| Uc Irvine | Irvine | CA | 08/2017 | 12/2019 |
| Richmond Kickers | Richmond | VA | 01/2020 | 12/2021 |
| Central Valley Fuego Fc | Fresno | CA | 01/2022 | 12/2023 |
| Ska Financial Group | Fresno | CA | 05/2022 | Present |
| World Equity Group, Inc. | Fresno | IL | 07/2024 | Present |
1) SKA Financial Group; Not Investment Related; 9477 N Fort Washington Rd, #102, Fresno, CA 93730; Nature: The business specializes mainly in the Life insurance space. The business also does some annuity, long-term care and health insurance; Posn/Title: Associate; Duties: My main duties relating to SKA Financial Group includes managing client policies. This includes recommending and managing a large number of indexed universal life policies, along with a significant amount of term life policies and a few annuities. I correspond with clients on a regular basis and provide reports and recommendations of indexed strategies within the indexed universal life policies; Start Date: 05/16/2022; approximate number of hours/month devoted to the Outside Business: 160 Hrs; No of Hrs during trading: 160 Hrs. 2) Falck Soccer Consultancy Services; Not Investment Related; 7528 N Millbrook Ave, CA 93720; Nature: Falck Soccer Consultancy Services is a Sole Proprietorship I set up in April of 2024. The goal of the Business is to assist local talented youth in growing as soccer players while also aiding in the recruitment process for college. The vast majority of the time is spent on the soccer field through 1on1 or small group training sessions. A small minority of time is spent on creating highlight videos, workout plans, and other guidance for the youth to succeed on the field.; Posn/Title: Owner/Proprietor; Start Date: 04/09/2024; approximate number of hours/month devoted to the Outside Business: 24 Hrs; No of Hrs during trading: 0 Hrs; Duties: I design the training sessions, coach the training sessions, and provide advice on how to grow as a soccer player. create highlight videos for youth who are approaching the college recruitment process, I assist with developing workout regimes to improve soccer-specific athleticism, and give general advice with regards to choosing the right youth club in the area, the college recruitment process, etc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-22 |
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