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2002 Holian Drive, Suite 104, Spring Grove, IL 60081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| CO | RA | APPROVED | 2020-07-31 |
| IL | RA | APPROVED | 2012-03-21 |
Branch Locations
2002 Holian Drive, Suite 104, Spring Grove, IL 60081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrett Wealth Connection | Spring Grove | IL | 01/2012 | Present |
1) Congregation Am Echod: Investment Related. Highland Park, IL. 2/12/2012 to present: Volunteer and Pro-bono Investment Manager. 1 hour per month 2) Illinois and Dressage Combined Training Association: Lake Geneva, WI. Non-Investment Related. 1/1/2021 to present. Volunteer and Board Member. 2 hours per month 3) Mill Creek Hunt: Mill Creek, IL. Non-investment related. 7/1/2022 to present. Volunteer. 1 hour per month 4) BWC Properties LLC, Owner, Since 02/2026; Non-Investment Related; same address as RIA; Holding company for commercial real estate; one hour/month with one hour/month during trading hours
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