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333 W. Wacker Drive 6Th Floor, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-09-15 |
| AZ | RA | APPROVED | 2018-03-16 |
| IL | RA | APPROVED | 2018-03-15 |
| IN | RA | APPROVED | 2018-03-15 |
| TX | RA | APPROVED | 2018-03-15 |
Branch Locations
333 W Wacker Drive 6Th Floor, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Chicago | IL | 07/1999 | 03/2018 |
| Centric Wealth Management, Llc | Bannockburn | IL | 03/2018 | Present |
| Purshe Kaplan Sterling Investments | Bannockburn | IL | 03/2018 | Present |
1. Centric Wealth Management, LLC. Investment Related. 333 W Wacker Dr 6th Floor. Chicago, IL 60606. 2801 Lakeside Dr 3rd floor. Bannockburn, IL 60015. IA, IA. Start 03/09/2018. 160 hours/month, 6 during trading. Investment Advisor, CFP. 2. PKSF-Investment related-80 State St, Albany, NY 12207- Insurance. Fixed Insurance. 3. Executor of James E. Ewing Estate. Not Investment Related. 7801 Mesquite Bend Drive, Suite 112, Irving TX 75063. Estate Account. Executor. Start 7/2019. Assist with liquidation and distribution of probate estate. 4. PURSHE KAPLAN STERLING INVESTMENTS BROKER DEALER REGISTERED REP SINCE 03/2018 INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-29 |
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