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Current Employers
Iolite Asset Management

318 W. Adams St. Fl 10, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-03-20
IL RA APPROVED 2025-11-17
  • IN RA
    APPROVED
    Since 2026-03-20
  • IL RA
    APPROVED
    Since 2025-11-17

Branch Locations

318 W. Adams St. Fl 10, Chicago, IL 60606 • United States

123 N Main St Ste 203, Crown Point, IN 46307 • United States

Rcm Wealth Advisors

318 W Adams St 10Th Floor, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2012-03-16
  • IL RA
    APPROVED
    Since 2012-03-16

Branch Locations

123 N Main St Suite 203, Crown Point, IN 46307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Know Your Options Inc. Chicago IL 03/2012 Present
  • 03/2012 → Present
    Know Your Options Inc.
    Chicago, IL
Previous Registrations
  • 2009-09-18 → 2012-09-07
    Brokersxpress Llc
    Newbury Park, CA
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2007-05-29 → 2009-10-16
    Chicago, IL
    Chicago, IL
  • 2007-03-24 → 2007-05-29
    Citicorp Investment Services
    Chicago, IL
  • 2006-02-01 → 2007-03-26
    A. G. Edwards & Sons, Inc.
    Chicago, IL
    Chicago, IL
Other Businesses

ALL REGISTERED INVESTMENT ADVISOR ACTIVITY 66% OWNER OF KNOW YOUR OPTIONS, LLC DBA RCM WEALTH ADVISORSM RCM ACCESS, RCM CORPORATE BENEFITS, RCM FINANCIAL SERVICES. 75% OWNER OF IOLITE ASSET MANAGEMENT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-31
S63 Uniform Securities Agent State Law Examination 2004-03-20
  • S66 Uniform Combined State Law Examination
    2006-01-31
  • S63 Uniform Securities Agent State Law Examination
    2004-03-20

View on SEC IAPD

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