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22 West Washington Street, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-12 |
| AZ | RA | APPROVED | 2025-06-09 |
Branch Locations
22 West Washington Street, Chicago, IL 60602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2016 | 06/2017 |
| Northwestern Mutual Investment Services Llc | Denver | CO | 10/2016 | 06/2017 |
| Transamerica Capital Inc | Denver | CO | 07/2017 | 08/2018 |
| Longboard Asset Management | Phoenix | AZ | 07/2018 | 08/2019 |
| State Street Global Advisors Funds Distributors, Llc | Scottsdale | AZ | 10/2019 | 11/2021 |
| State Street Global Advisors Trust Company | Scottsdale | AZ | 10/2019 | 11/2021 |
| Brinker Capital Securities | Berwyn | PA | 11/2021 | Present |
| Orion Portfolio Solutions, Llc | Omaha | NE | 11/2021 | Present |
| Morningstar Investment Services Llc | Chicago | IL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-27 |
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