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Downers Grove, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-13 |
| IL | RA | APPROVED | 2018-09-11 |
Branch Locations
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 |
|---|---|---|---|---|
| Linsco/Private Ledger Corp-Dba: Intuitive Wealth Management, Llc | Oak Brook | IL | 03/2001 | 08/2018 |
| Intuitive Wealth Management, Llc | Downers Grove | IL | 09/2018 | Present |
INSURANCE AGENT; INVESTMENT RELATED - NO; 1237 CANDLEWOOD DRIVE, DOWNERS GROVE IL 60515; COMMENCEMENT - 9/1986 APPROXIMATE NUMBER OF HOURS SEPNT ON THE ACTIVITY PER MONTH - ONE; APPROXIMATE NUMBER OF HOURS SPENT ON THE ACTIVITY PER MONTH DURING TRADING HOURS - ONE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-11-14 |
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