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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-17 |
| IL | RA | APPROVED | 2022-01-05 |
Branch Locations
2001 W Willow Knolls Ste 205, Peoria, IL 61614 • United States
740 Florsheim Dr Ste 10, Libertyville, IL 60048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeshore Wealth Strategies | Chicago | IL | 01/2019 | 04/2019 |
| Maurice Sporting Goods | Northbrook | IL | 03/2011 | 01/2019 |
| Lpl Financial, Llc | Arlington Heights | IL | 04/2020 | 09/2021 |
| Unemployed | Arlington Heights | IL | 05/2019 | 04/2020 |
| Gwm Advisors, Llc (Goss Advisors) | Arlington Heights | IL | 02/2020 | 12/2020 |
| Gwm Advisors, Llc | Arlington Heights | IL | 12/2020 | 09/2021 |
| Friese Financial Advocates | Libertyville | IL | 10/2021 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 01/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2022 | Present |
| The Arboretum Club | Buffalo Grove | IL | 05/2022 | 05/2024 |
| Amazon Flex | Arlington Heights | IL | 12/2022 | 05/2024 |
Friese Financial Advocates; same as branch; inv rel; financial advisory services; Employee; start date=10/2021; hrs/mo=160; trading hrs/mo=120; assist Managing Director, marketing responsibilities * Northbrook Sports Club; 160 Sports Club Dr, Hainesville IL 60030; non-inv rel; Clay Shooting event; start date=07/2026; hrs/mo=0; trading hrs/mo=0; keeping score at a clay shooting event
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-21 |
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