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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-07-07 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
8235 South Eastern Avenue Suite 169, Las Vegas, NV 89123 • United States
990 Avenue Of The Cities Suite 4, East Moline, IL 61244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2022-02-23 |
Branch Locations
8235 S. Eastern Ave. Suite 160, Las Vegas, NV 89123 • United States
990 Avenue Of The Cities Suite 4, East Moline, IL 61244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investor Services, Llc | Las Vegas | NV | 01/2012 | 10/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2021 | Present |
| Pr Wealth Management Group, Inc. | Las Vegas | NV | 11/2021 | Present |
| Forum Financial Management, Lp | Las Vegas | NV | 07/2026 | Present |
1) PR Wealth Management Group; Investment-Related; 8235 S. Eastern Ave, Ste 160 Las Vegas, NV 89123; Wealth Management; Jr. Advisor; 11/1/2021; 40 hrs per month; 40 hrs during securities trading hours; Client meetings & reviews of investment, insurance and annuity planning. 2) Licensed Insurance Agent; Not investment-related; Las Vegas, NV; Group & individual health insurance; Broker; 01/2010; 10 hrs per month; 5 hrs during securities trading hours; Insurance broker. 3) Purshe Kaplan Sterling; Investment-related; 80 State St. Albany, NY 12207; Variable life insurances, annuities, and 401(k) plans; Registered Representative; 01/2024; 20 hrs per month; 20 hrs during securities trading hours; Client meetings & reviews of investment, insurance & annuity planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-02 |
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