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18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-05-14 |
Branch Locations
18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ayco, Goldman Sachs | Deerfield | IL | 11/2019 | 11/2025 |
| St Patrick's Residence | Naperville | IL | 12/2013 | 03/2020 |
| Advantage Xpo | Deerfield | IL | 08/2018 | 08/2019 |
| Oak Trace | Downers Grove | IL | 08/2016 | 08/2017 |
| Sage Private Wealth | Oak Brook Terrace | IL | 04/2026 | Present |
| Unemployed | N/A | IL | 11/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-22 |
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