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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-11 |
Branch Locations
475 North Martingale Road Suite 300, Schaumburg, IL 60173 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Chicago | IL | 08/2016 | 10/2016 |
| Nadler Financial Group | Deerfield | IL | 10/2016 | 03/2017 |
| Ausdal Financial Partners, Inc | Davenport | IA | 12/2016 | 03/2017 |
| Thrivent Investment Management Inc | Orland Park | IL | 05/2017 | 03/2019 |
| Tim Regan - Thrivent Financial | Appleton | WI | 03/2018 | 03/2019 |
| Asset Management Group, Llc | Northbrook | IL | 04/2019 | 02/2020 |
| Buckingham Strategic Wealth, Llc | Clayton | MO | 02/2020 | 07/2024 |
| The Colony Group, Llc | Boston | MA | 07/2024 | 08/2024 |
| Mercer Global Advisors Inc. | Schaumburg | IL | 11/2024 | Present |
1. Life, Health, and Variable Contracts Insurance Licenses; Investment-related; 6800 W. Ardmore Avenue, Chicago, IL 60631; Insurance Licenses; Insurance Producer; 12/17/2020; 0 hours per month; 0 hours during trading hours; Holds active insurance license.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-03 |
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