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511 N Broadway Suite 801, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-06 |
Branch Locations
8750 West Bryn Mawr Avenue, Chicago, IL 60657 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dekalb | IL | 06/2020 | 12/2020 |
| Fnbo | Dekalb | IL | 07/2018 | 12/2020 |
| Nb & T / First Midwest Bank | Sycamore | IL | 01/2015 | 07/2018 |
| Qualified Plan Advisor | Algonquin | IL | 12/2020 | 08/2022 |
| Old National Bank | Chicago | IL | 08/2022 | Present |
| 1834 Investment Advisors Co. | Chicago | IL | 02/2024 | Present |
Steve is a dual employee with Old National Bank and 1834 Investment Advisors Co. Both firms are owned by Old National Bancorp. Steve is functioning as a Retirement Plan Services Advisor for both firms.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
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