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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-01 |
Branch Locations
5817 N. Second Street, Loves Park, IL 61111 • United States
130 S. State Street, Belvidere, IL 61008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nova Taxi Affiliation | Chicago | IL | 02/2008 | 10/2018 |
| New York Life Insurance Company | Downers Grove | IL | 06/2018 | 07/2019 |
| Nylife Securities Llc | Downers Grove | IL | 11/2018 | 07/2019 |
| Oneamerica Securities | Lisle | IL | 02/2020 | 06/2020 |
| American United Life | Lisle | IL | 07/2019 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lisle | IL | 07/2020 | 11/2022 |
| Bank Of America, N.A. | Lisle | IL | 08/2020 | 11/2022 |
| Edward Jones | St Louis | MO | 01/2023 | 04/2024 |
| Midwest Legacy | Warrenville | IL | 07/2019 | 06/2020 |
| Pnc Investments | Rockford | IL | 04/2024 | Present |
11/18/2021 / Owner-Landlord/ Rental Properties / Non-investment related / Hours during trading hours: 0 August 2026/ Three Angels Daycare, LLC. /Member/ non investment related/ 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-29 |
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