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20 N. Martingale Road Suite 450, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-07 |
Branch Locations
20 N. Martingale Road Suite 450, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Upmerch | Chicago | IL | 04/2019 | 08/2021 |
| Student | Bloomington | IL | 08/2018 | 05/2022 |
| Student | Wilmette | IL | 08/2014 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 02/2024 |
| Northwestern Mutual Investment Services Llc | Chicago | IL | 11/2022 | 02/2024 |
| Summit Global Investments | Bountiful | UT | 08/2024 | 10/2025 |
| Unemployed | Chicago | IL | 02/2024 | 08/2024 |
| Monere Investments, Inc. | Schaumburg | IL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-18 |
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