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22 West Washington Street, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-08 |
Branch Locations
22 West Washington Street, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morningstar Investment Services Llc | Chicago | IL | 07/2014 | Present |
Phi Chi Theta Professional Fraternity Not investment related 1508 E. Belt Line Road, Suite #104, Carrollton, Texas 75006 Not for profit business with the mission to provide an opportunity to develop and practice those professional leadership skills and abilities necessary to succeed in the business community; Provide a local and national network to share resources, ideas and concepts; Instill in its membership those values, codes and creeds which will enable participation in a rapidly changing world; and Enable members to develop the business astuteness necessary to achieve high esteem and success in their chosen fields. National President (volunteer) Started as a national officer in July 2014 ~5 hours per month devoted to volunteer efforts 0 hours per month devoted during securities trading hours My duties are to manage the Executive Council and provide guidance and direction to the organization from a strategic perspective.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-09 |
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