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1166 Avenue Of The Americas, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-01 |
Branch Locations
20 N. Martingale Road, Ste. 100, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Schaumburg | IL | 09/2014 | 09/2016 |
| Plexus Financial Services, Llc | Deer Park | IL | 10/2016 | 06/2025 |
| Iht Wealth Management | Chicago | IL | 04/2025 | 06/2025 |
| Lpl Financial Llc | Deer Park | IL | 04/2025 | 06/2025 |
| Mma Securities, Llc | Schaumburg | IL | 06/2025 | Present |
| Marsh Mclennan Agency | Schaumburg | IL | 06/2025 | Present |
The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-25 |
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