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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-04 |
Branch Locations
520 Lake Cook Road Suite 520, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Vernon Hills | IL | 12/2014 | 02/2023 |
| Strategic Wealth Partners | Deerfield | IL | 02/2023 | 05/2024 |
| Kovitz Investment Group Partners, Llc | Deerfield | IL | 05/2024 | Present |
| Focus Partners Wealth, Llc | St. Louis | MO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-18 |
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