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401 N Michigan Ave Suite 1200, Chicago, IL 60611 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-08 |
Branch Locations
401 N Michigan Ave Suite 1200, Chicago, IL 60611 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chicago | IL | 11/2013 | 02/2017 |
| Independent Financial Partners | Chicago | IL | 11/2013 | 02/2017 |
| Iht Wealth Management, Llc | Chicago | IL | 02/2017 | 06/2025 |
| Lpl Financial Llc | Bloomingdale | IL | 11/2022 | 05/2023 |
| Greenstone Belt Wealth Advisors, Llc | Chicago | IL | 08/2025 | Present |
M&O Marketing Insurance FMO Insurance License Since 03/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-25 |
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