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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-28 |
Branch Locations
Oak 10240 S Cicero Avenue, Oak Lawn, IL 60453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Chicago | IL | 01/2021 | 11/2022 |
| Chase Bank | Chicago | IL | 07/2019 | 12/2020 |
| Chase Bank | Chicago | IL | 12/2017 | 07/2019 |
| Unemployed | Chicago | IL | 09/2016 | 11/2017 |
| J.P. Morgan Securities Llc | Chicago | IL | 12/2022 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 12/2022 | 09/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 09/2024 | 10/2025 |
| Bank Of America, N.A. | Chicago | IL | 11/2024 | 10/2025 |
| The Huntington Investment Company | Oak Lawn | IL | 10/2025 | Present |
| Ameriprise Financial Services, Llc | Oak Lawn | IL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-18 |
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