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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 12/2014 | 11/2018 |
| Alliant Credit Union | Rolling Meadows | IL | 12/2014 | 11/2018 |
| Western Southern Life | Rosemont | IL | 01/2018 | 12/2021 |
| W&S Brokerage Services | Cincinnati | OH | 02/2019 | 12/2021 |
| Butter Creek Homeowners Association | Hoffman Estates | IL | 12/2021 | Present |
LADDER UP- CHICAGO, IL- PRO BONO TAX PREPARATION FOR UNDER PRIVILEGED FAMILIES- NO- TAX PREPARER AND QUALITY EXAMINER- 2015- 3 TO 5 HRS PER MONTH(12 HRS PER YR(SEASONAL))-0- VOLUNTEER- PREPARE TAXES FOR LOW WAGE EARNING FAMILIES///BUTTER CREEK CONDO ASSOCIATION- SCHAUMBURG, IL- NO-PRESIDENT02012- 1 TO 2 YRS-0-VOLUNTEER- MANAGE MAINT. OF 96 TOWNHOMES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-06 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-29 |
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