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1 North Franklin Suite 1850, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-07 |
| IL | RA | APPROVED | 2025-10-06 |
Branch Locations
1415 W. 22Nd Street Tower Fl., Oak Brook, IL 60523 • United States
1 North Franklin Suite 1850, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sports Illustrated Play | Saratoga Springs | NY | 06/2013 | 10/2016 |
| Core Power Yoga | Chicago | IL | 11/2014 | 10/2016 |
| Lpl Financial, Llc | Oak Brook | IL | 11/2015 | 12/2018 |
| Commonwealth Financial Network | Waltham | MA | 12/2018 | 10/2025 |
| Daley Financial Partners, Llc | Oak Brook | IL | 12/2018 | 10/2025 |
| Private Client Services | Oak Brook | IL | 10/2025 | Present |
| Vestgen Advisors, Llc. | Chicago | IL | 10/2025 | Present |
1) Totality Sculpt-Yoga Instructor. 4016 Allison St, Unit 2, Cincinnati, OH 45209. Fitness Studio. I teach yoga two times a week. 8 hrs/mo; 4 during trading hrs. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-31 |
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