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505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-17 |
| IL | RA | APPROVED | 2023-02-17 |
Branch Locations
505 Montgomery St. 11Th Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainstreet Investment Advisors Llc | Chicago | IL | 04/2020 | 03/2022 |
| Ellwood Associates | Chicago | IL | 06/2016 | 04/2020 |
| Aj Wealth | New York | NY | 04/2022 | 09/2022 |
| Unemployed | Chicago | IL | 09/2022 | 12/2022 |
| True Link Financial | San Francisco | CA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-21 |
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