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2700 Patriot Blvd. Suite 440, Glenview, IL 60026 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-08-15 |
Branch Locations
2700 Patriot Blvd. Suite 440, Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Blair And Company Llc | Chicago | IL | 06/2015 | 04/2019 |
| Northwestern Mutual Investment Services Llc | Chicago | IL | 05/2019 | 07/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2019 | 07/2020 |
| Coyle Financial Counsel | Glenview | IL | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-02 |
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