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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-09 |
| CA | RA | APPROVED | 2024-10-24 |
| IL | RA | APPROVED | 2024-02-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Chicago | IL | 06/2021 | 02/2024 |
| United States Air Force | Los Angeles | CA | 06/2017 | 06/2021 |
| University Of Pennsylvania | Philadelphia | PA | 08/2013 | 06/2017 |
| 235 Wealth Management, Llc | Chicago | IL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-26 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-07 |
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