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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-14 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
888 E Belvidere Rd Ste 120, Grayslake, IL 60030-2570 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Gurnee | IL | 04/2010 | 05/2018 |
| Sequioa Wealth Management, Llc | Hoffman Estates | IL | 03/2015 | 05/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2018 | 08/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2018 | 08/2021 |
| Sagepoint Financial | Grayslake | IL | 08/2021 | 09/2023 |
| Osaic Wealth, Inc. | Grayslake | IL | 09/2023 | 08/2025 |
| Ameriprise Financial Services, Llc | Grayslake | IL | 08/2025 | Present |
Business Ownership; JAJK LLC; Co-owner; Real Estate; 1287 S Wild Meadow Rd, , Round Lake, IL, 60073-4274; Not Investment-Related; 03/01/2018; 1 to 9 hours per month; 0 during trading hours / JPV Financial Inc.; Owner; Manage Ameriprise Business; 888 E Belvidere Rd., Ste. 120, Grayslake, IL, 60030; Investment-Related; 04/14/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; JPV Financial Inc; Financial Advisor; Manage advisory business; 888 E Belvidere Rd., Ste. 120, Grayslake, IL, 60030; Investment-Related; 04/14/2010; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-31 |
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