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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Odeon Capital Group | New York | NY | 03/2018 | 04/2018 |
| Self Employed | New York | NY | 05/2016 | 03/2018 |
| Morgan Stanley | New York | NY | 05/2018 | 02/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | 02/2022 |
| Journey Strategic Wealth Llc | Summit | NJ | 03/2022 | 04/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | 04/2026 |
| Hightower | Chicago | IL | 04/2026 | Present |
1. Fixed insurance 2. Investment related 3. Office of Employment Address 4. Fixed / Traditional Insurance 5. Agent 6. 05/2022 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of Fixed / Traditional Insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-07 |
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