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353 N. Clark St, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-18 |
| MN | RA | APPROVED | 2023-09-13 |
Branch Locations
353 N. Clark St, Chicago, IL 60654 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Seattle | WA | 08/2015 | 09/2017 |
| Lpl Financial, Llc | Saint Louis Park | MN | 09/2017 | 10/2022 |
| Wealth Enhancement Advisory Services, Llc | Plymouth | MN | 09/2017 | 10/2019 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 09/2017 | 10/2019 |
| Newedge Advisors, Llc (Gwm Advisors, Llc) | Saint Louis Park | MN | 11/2019 | 10/2022 |
| Mariner Wealth Advisors | Overland Park | KS | 10/2022 | 08/2023 |
| Mesirow Financial, Inc. (Mfi) | Chicago | IL | 08/2023 | Present |
1).AlphaSights; NON-INVESTMENT RELATED; ADDRESS: 100 Park Ave, 14th floor, New York, NY 10017; NATURE OF BUSINESS: AlphaSights is a global knowledge services firm that connects investment and business leaders with industry experts to help them make more informed decisions. The firm operates as an expert network, facilitating one-on-one consultations, surveys, and other knowledge-sharing formats that deliver timely, specialized insights; ROLE/ DUTIES: complete survey's and conduct short discussions as it relates to my experience within the financial services Industry; START DATE: 11/25/2025; APPX # OF HOURS/MONTH: 4 hours; 0 hours during securities trading hours. 2). Zintro Expert Network; NON-INVESTMENT RELATED; ADDRESS: 68 Harrison Ave, Suite 605 PMB 27193 Boston, MA 02111; NATURE OF BUSINESS: Zintro is a Boston-based expert network and market research firm that connects companies, investors, consultants, and research teams with highly specialized subject-matter experts across industries including technology, healthcare, finance, manufacturing, and consumer sectors; ROLE/ DUTIES: complete survey's and conduct short discussions as it relates to my experience within the financial services industry; START DATE: 5/11/2026; APPX # OF HOURS/MONTH: 2; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-12 |
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