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777 North Capitol Street, Ne, Washington, DC 20002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-27 |
Branch Locations
Naperville, IL • United States
777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young | Chicago | IL | 07/2016 | 08/2017 |
| Deloitte | Chicago | IL | 09/2017 | 01/2020 |
| Synchrony Financial | Stamford | CT | 02/2020 | 05/2022 |
| Voya Financial | Ridgefield | CT | 05/2022 | 05/2024 |
| Voya Financial Advisors | Ridgefield | CT | 05/2024 | 10/2024 |
| Missionsquare Investment Services | Washington | DC | 10/2024 | Present |
| Missionsquare Retirement | Washington | DC | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-25 |
| S65 | Uniform Investment Adviser Law Examination | 2013-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-10 |
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