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191 Waukegan Rd. Suite 350, Northfield, IL 60093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-27 |
Branch Locations
191 Waukegan Rd. Suite 350, Northfield, IL 60093 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2013 | 12/2016 |
| Momentum Wealth Management | Northfield | IL | 01/2025 | Present |
| Charles Schwab Bank | Winnetka | IL | 12/2016 | 01/2025 |
Momentum Capital Ventures LLC Private Investment Entity Founder and Managing Member Since 02/2025 1-2 Hours per week Investment Related Insurance Licensed Life and Health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-06 |
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