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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-05 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2014 | 02/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2014 | 02/2019 |
| National Securities Corp | Lombard | IL | 02/2019 | 07/2022 |
| B. Riley Wealth Advisors | Lombard | IL | 02/2019 | 07/2023 |
| B. Riley Wealth Management | Oakbrook Terrace | IL | 07/2022 | 07/2023 |
| Lpl Financial Llc | Bloomingdale | IL | 07/2023 | 12/2025 |
| Trustbank | Wheaton | IL | 12/2025 | Present |
| Cetera Investment Advisers Llc | Wheaton | IL | 12/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 12/2025 | Present |
BOARD MEMBER FOR MUTUAL GROUND, CO-CHAIR FOR FINANCE COMMITTEE, RECOMMENDATIONS TO LEADERSHIP TEAM ON BUDGET AND CHECK ON EXPENDITURES OVER $5K, APPROVE AUDITORS REPORT EACH YEAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-19 |
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