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Naples, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-11-21 |
Branch Locations
800 W. Roosevelt Road, Building B Suite 104, Glen Ellyn, IL 60137 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Trust Investment Services Inc. | Whiting | IN | 01/2013 | 06/2017 |
| Fortune Financial Group | Naples | FL | 11/2001 | Present |
| Lcm Capital Management Inc | Chicago | IL | 06/2002 | 12/2018 |
AUTHOR OF A BOOK; 3/01 - ONGOING. 1 HR/MONTH; WROTE A BOOK;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-18 |
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