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511 N Broadway Suite 801, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-06 |
Branch Locations
8750 W Bryn Mawr Avenue Suite 1300, Chicago, IL 60631 • United States
511 N Broadway Suite 801, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Midwest Bank | Itasca | IL | 11/2012 | 02/2022 |
| Lpl Financial, Llc | Chicago | IL | 10/2014 | 09/2024 |
| Old National Bank | Chicago | IL | 02/2022 | Present |
| 1834 Investment Advisors Co. | Milwaukee | WI | 03/2023 | Present |
1. 02/15/2022 - Old National Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Management Officer - Start Date: 2/15/2022 - Time Spent 50%.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-12-16 |
| S66 | Uniform Combined State Law Examination | 2002-08-29 |
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