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101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-06 |
Branch Locations
101 N. Wacker Drive Suite 1500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Asset Management | St Petersburg | FL | 10/2012 | 07/2017 |
| Eagle Fund Distributors | St. Petersburg | FL | 11/2012 | 07/2017 |
| Carillon Tower Advisers, Inc. | St. Petersburg | FL | 06/2016 | 08/2017 |
| Chartwell Tsc Securities Corp | Pittsburgh | PA | 08/2017 | 10/2020 |
| Chartwell Investment Partners | Berwyn | PA | 08/2017 | 10/2020 |
| Fisher Investments | Tampa | FL | 07/2021 | 03/2025 |
| Lift Hero Apparel Llc. | Tampa | FL | 11/2020 | Present |
| Zacks Investment Management | Chicago | IL | 03/2025 | Present |
Lift Hero Apparel LLC. Not investment related. Address: Tampa, FL. Nature of business: Fitness apparel and gym gear. Position: Founder and Co-Owner Start 11/2/2020 Approximate hours a month: 20/hr per month 0 hours during trading hours Duties: Guide vision and trajectory of business, determine product line-up, website design, product design, order fulfillment.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-06 |
| S65 | Uniform Investment Adviser Law Examination | 2013-02-25 |
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