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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-14 |
Branch Locations
640 Pasquinelli Drive, Westmont, IL 60559 • United States
211 West St Charles, Lombard, IL 60148 • United States
96 Yorktown Shopping Center, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Naperville | IL | 05/2016 | 10/2019 |
| Jpmorgan Securities Llc | Naperville | IL | 05/2016 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Orland Park | IL | 10/2019 | 03/2022 |
| Trinity Christian College | Palos Heights | IL | 08/2016 | 08/2019 |
| Bank Of America, N.A | Orland Park | IL | 12/2019 | 03/2022 |
| U.S. Bancorp Investments, Inc. | Lisle | IL | 03/2022 | 11/2023 |
| Fifth Third Bank | Westmont | IL | 11/2023 | Present |
| Fifth Third Securities | Westmont | IL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-10 |
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