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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-08 |
| FL | RA | APPROVED | 2024-03-05 |
| IN | RA | APPROVED | 2024-03-04 |
| IL | RA | APPROVED | 2012-03-01 |
Branch Locations
1555 Naperville/Wheaton Road Suite 213, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisor Services Group | Napervile | IL | 02/2010 | Present |
1. ADVISOR SERVICES GROUP - 02/2010 - TO PRESENT - NAPERVILLE, IL - 50% OWNER - CONSULTING / COMPLIANCE - APPROXIMATELY 1% OF MY TIME ALLOCATED TO THIS ACTIVITY. 2. MARRIOTT POSITION: STARBUCKS/BARTENDER NATURE: HOTEL INVESTMENT RELATED: NO NUMBER OF HOURS: 25 INVESTMENT RELATED HOURS: 0 START DATE: 04/03/2014 ADDRESS: 1155 E DIEHL RD, NAPERVILLE IL 60563 DESCRIPTION: STARBUCK AND BARTENDER 3. JIM BLOOM POSITION: nothin NATURE: My spouse has rental property in Florida INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2021 ADDRESS: 25 sun hill lane lemont il 60439, Lemont IL 60439, United States DESCRIPTION: nothing - I willnot meet the renters nor take payments. My name is on the title 4. ANNA BLOOM POSITION: notary NATURE: sole INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2019 ADDRESS: 25 sun hill lane, Lemont IL 60439, United States DESCRIPTION: when needed - notary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-18 |
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