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903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-12 |
Branch Locations
903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L&M Mighty Shop | Iowa City | IA | 01/2020 | 05/2021 |
| Noel Automotive | West Branch | IA | 09/2017 | 01/2020 |
| Student | Hinsdale | IL | 08/2009 | 09/2016 |
| University Of Iowa | Iowa City | IA | 09/2016 | 03/2017 |
| University Of Iowa | Iowa City | IA | 08/2016 | 05/2021 |
| Northwestern Mutual Investment Services, Llc | Cedar Rapids | IA | 05/2021 | 05/2023 |
| Cofg Advisors, Llc | Oak Brook | IL | 06/2023 | Present |
| American Automobile Association | Cedar Rapids | IA | 07/2022 | 05/2023 |
1. INDEPENDENT INSURANCE AGENT, NOT INVESTMENT RELATED, 903 COMMERECE DRIVE, SUITE 300, OAK BROOKE, IL 60523, INSURANCE AGENT, 5 HOURS/MONTH. 5 HOURS DURING SECURITIES TRADING HOURS, OFFER FIXED INSURANCE SOLUTIONS TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-12 |
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