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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-02 |
| NV | RA | APPROVED | 2025-01-07 |
| AR | RA | APPROVED | 2025-01-05 |
| CO | RA | APPROVED | 2025-01-05 |
| MD | RA | APPROVED | 2024-11-19 |
| MN | RA | APPROVED | 2024-05-15 |
| UT | RA | APPROVED | 2024-05-15 |
| GA | RA | APPROVED | 2024-04-22 |
| FL | RA | APPROVED | 2024-03-20 |
| CA | RA | APPROVED | 2024-02-09 |
| OH | RA | APPROVED | 2024-02-09 |
| MI | RA | APPROVED | 2024-01-23 |
| IA | RA | APPROVED | 2024-01-05 |
| TX | RA | APPROVED | 2024-01-05 |
| WI | RA | APPROVED | 2024-01-05 |
| IN | RA | APPROVED | 2023-10-11 |
| IL | RA | APPROVED | 2022-10-18 |
Branch Locations
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
27575 Ferry Road Suite D, Warrenville, IL 60555 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Albuquerque | NM | 08/2016 | 10/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2022 |
| Lasalle St. Securities, Llc | Elmhurst | IL | 10/2022 | Present |
| Lasalle St. Investment Advisors, Llc | Elmhurst | IL | 10/2022 | Present |
Streamline Financial/life, health, annuities and fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-12 |
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