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Naperville, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group, Inc. | Littleton | CO | 07/2016 | 10/2016 |
| Bka Financial Llc | Elmira | NY | 01/2014 | 09/2016 |
| Financial Strategies Group | Geneva | IL | 01/2009 | 09/2016 |
| The Huntington Investment Company | Columbus | OH | 01/2017 | 10/2018 |
| The Huntington National Bank | Chicago | IL | 09/2016 | 10/2018 |
| Morgan Stanley | Oak Brook | IL | 10/2018 | 11/2020 |
| Morgan Stanley | Oak Brook | IL | 01/2019 | 11/2020 |
| Edward Jones | St. Louis | MO | 11/2020 | 08/2024 |
| Naperville Private Wealth, Llc | Naperville | IL | 10/2024 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-13 |
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