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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-01-22 |
Branch Locations
500 Waters Edge Suite 150, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2011-11-01 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
Geneva, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Financial Resources, Inc | Palatine | IL | 10/1982 | Present |
| Lincoln Investment Planning, Inc. | Lombard | IL | 11/2011 | Present |
TRE'SKINRX POSITION: Launch Manager. NATURE: Skin Wellness INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2010 ADDRESS: 1337 AVERILL CIR, GENEVA IL 60134, United States DESCRIPTION: Promoting skin care line through direct marketing. WORLDWIDE FLOORING & CONSTRUCTION, INC. POSITION: Office Administrator NATURE: Specialized Flooring INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/03/2007 ADDRESS: 1337 Averill Circle, Geneva IL 60134, United States DESCRIPTION: Handle most administrative aspects of business including accounts receivable, accounts payable and payroll. ROEDER ENTERPRISES, INC. POSITION: Office Administrator NATURE: Construction INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2009 ADDRESS: 1337 Averill Circle, Geneva IL 60134, United States DESCRIPTION: Handle most administrative aspects of business including accounts receivable, accounts payable and payroll. CONSOLIDATED FINANCIAL RESOURCES, INC. POSITION: President NATURE: QB Admin Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1982 ADDRESS: 1337 AVERILL CIR, GENEVA IL 60134, United States DESCRIPTION: Consolidated Financial Resources is the corporation who Worldwide Flooring & Construction, Inc. pays for independent contractor/administrative services. Receive minor commission checks from past insurance agencies where my corporation was licensed and business placed before joining Lincoln Investment. RNR VACATIONS LLC POSITION: Bookkeeping. NATURE: Campground Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 1337 Averill Circle, Geneva IL 60134, United States DESCRIPTION: Assist with bookkeeping utilizing Quick Books for accounts receivable and accounts payable.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-04 |
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