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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-12 |
Branch Locations
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
One North Franklin Suite 1850, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Bloomingdale | IL | 04/2015 | 03/2018 |
| J.P. Morgan Securities Llc | Wheaton | IL | 03/2018 | 09/2021 |
| Fidelity Investments | Naperville | IL | 09/2021 | 12/2022 |
| J.P. Morgan Securities Llc | Lake Zurich | IL | 01/2023 | 07/2025 |
| Massachusetts Mutual Life Insurance Co | Schaumburg | IL | 11/2012 | 03/2020 |
| Private Client Services | Chicago | IL | 08/2025 | Present |
| Vestgen Wealth Partners | Chicago | IL | 07/2025 | Present |
Private Client Services. Chicago, IL. FINRA Broker Dealer. 5 hrs/mo; 5 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-10 |
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