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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| MT | RA | APPROVED | 2025-12-02 |
Branch Locations
100 N. Field Drive Suite 120, Lake Forest, IL 60045 • United States
Klamath Falls, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lake Forest | IL | 09/2013 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Lake Forest | IL | 10/2022 | 07/2024 |
| Lpl Financial Llc | Downers Grove | IL | 07/2024 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | Lake Forest | IL | 09/2025 | Present |
1- 07/01/2024 / Notary / Notary / Investment Related / 2 hrs mth 2- 07/01/2024 / Vega Financial Partners LLC / Business Entity For Tax/Investment Purposes Only / Investment Related / 4 hrs mth / 1 hr during trading / Start date: 07/09/2024 3- 07/01/2024 / TikTok / Social Media - TikTok / Not Investment Related / 8 hrs mth / Start date: 06/01/2020 4- 04/01/2025 / FirstFamilyInsurance/ Health Insurance / Not Investment Related / 8 hrs meh / Start date: 04/01/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
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