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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-02 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Iowa | Iowa City | IA | 02/2017 | 05/2020 |
| Mcadam Llc | Chicago | IL | 06/2020 | 03/2021 |
| Jpec University Of Iowa | Iowa City | IA | 05/2019 | 08/2020 |
| Rizza Cadillac | Tinley Park | IL | 06/2017 | 12/2018 |
| Iowa University Housing And Dining | Iowa City | IA | 02/2018 | 12/2018 |
| Unemployed | Westmont | IL | 09/2016 | 02/2017 |
| Equitable Advisors, Llc | New York | NY | 04/2021 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 07/2023 | 02/2025 |
| Aramark Uniform Services | Chicago | IL | 02/2023 | 07/2023 |
| Bank Of America, N.A. | Northbrook | IL | 09/2023 | 02/2025 |
| Valic Financial Advisors, Inc. | Chicago | IL | 07/2025 | 02/2026 |
| Without Full Time Employment | Chicago | IL | 02/2025 | 07/2025 |
| Lincoln Investment | Fort Washington | PA | 03/2026 | Present |
Diamondcentric LLC Position: Writer Nature: Sports News Website Investment Related: No Hours: 20 Securities Trading Hours: 0 Start Date: 3/5/2026 Address: 1907 E Wayzata Blvd #170 Wayzata, MN 55391 Description: Writing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-03 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-11 |
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