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707 Skokie Blvd. Suite 600, Northbrook, IL 60062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-25 |
Branch Locations
707 Skokie Blvd. Suite 600, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Chicago | IL | 04/2017 | 03/2020 |
| Red Oak Capital Management, Inc | Northbrook | IL | 02/2020 | 11/2023 |
| Fifth Third Private Bank | Chicago | IL | 04/2017 | 02/2020 |
| Bmo Private Bank | Chicago | IL | 07/2015 | 02/2017 |
| Watchtower Wealth, Llc | Northbrook | IN | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-28 |
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