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745 Mcclintock Dr. Suite 308, Burr Ridge, IL 60527 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-18 |
| IL | RA | APPROVED | 2025-02-03 |
Branch Locations
745 Mcclintock Dr. Suite 308, Burr Ridge, IL 60527 • United States
Homer Glen, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horizon Wealth Management | La Grange | IL | 12/2014 | 01/2025 |
| Lpl Financial Llc | La Grange | IL | 04/2015 | 01/2025 |
| Copperwood Financial | Homer Glen | IL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-09 |
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