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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-04 |
Branch Locations
5950 W. Touhy, Niles, IL 60714 • United States
8001 Golf Road, Niles, IL 60714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Niles | IL | 12/2011 | 10/2022 |
| J.P. Morgan Securities Llc | Niles | IL | 10/2012 | 10/2022 |
| Cornerstone Presbyterian Church | Glenview | IL | 03/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 10/2022 | 02/2025 |
| Bank Of America, N.A. | Northbrook | IL | 11/2022 | 02/2025 |
| Fifth Third Securities | Niles | IL | 06/2025 | Present |
Highland Presbyterian Church - 820 S Milwaukee Ave Vernon Hills, IL 60061 - Assistant Pastor - 40 hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-20 |
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