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333 W. Wacker Drive 6Th Floor, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-18 |
Branch Locations
333 W. Wacker Drive 6Th Floor, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Chicago | IL | 07/2017 | 07/2018 |
| Lake Forest College | Lake Forest | IL | 07/2013 | 05/2017 |
| Centric Wealth Management, Llc | Chicago | IL | 04/2024 | Present |
| Tegus | Chicago | IL | 07/2018 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
| S66 | Uniform Combined State Law Examination | 2017-12-30 |
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