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4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-09 |
Branch Locations
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Glenview, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Chicago | IL | 05/2009 | 02/2018 |
| Td Ameritrade, Inc. | Northbrook | IL | 02/2018 | 03/2024 |
| Charles Schwab And Co., Inc. | Northbrook | IL | 12/2022 | 03/2024 |
| Lifeworks Advisors, Llc | Glenview | IL | 04/2024 | Present |
1) Licensed Insurance Agent; Not investment-related; 2325 Greenfield Dr, Glenview, IL 60025; Insurance sales; Implementations of insurance recommendations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-03 |
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