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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Deerfield | IL | 07/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 06/2010 | 12/2019 |
| Jpmorgan Chase Bank, N.A. | Skokie | IL | 12/2019 | 06/2024 |
| Jp Morgan Securities Llc | Skokie | IL | 12/2019 | 06/2024 |
| Raymond James & Associates, Inc. | Chicago | IL | 06/2024 | 09/2024 |
| U.S. Bancorp Investments, Inc. | Chicago | IL | 12/2025 | 02/2026 |
| Sabbatical | Long Grove | IL | 09/2024 | 12/2025 |
| U.S. Bancorp Advisors, Llc | Chicago | IL | 02/2026 | Present |
1) CFX Mundelein; Not investment-related; Mundelein, IL; Gym; Boxing Instructor; 11/25/2025; 3 hours/mo; 0 hours/trading; Teaching a one-hour boxing class as a backup to other instructors. 2) Self-Employed/Entrepreneur; Not investment-related; Long Grove, IL; Author - professional development; Author; 6/1/2024; 1 hours/mo; 0 hours/trading; Authored a book and sell it on Amazon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-07 |
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