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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
111 S Wacker Drive Suite 3200, Chicago, IL 60606 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honkamp Krueger & Co. | Dubuque | IA | 01/2019 | 05/2019 |
| Cafico International | Dublin | 01/2020 | 03/2020 | |
| Vine & Fig Tree Wealth Planning | Dubuque | IA | 08/2020 | 05/2022 |
| Rbc Wealth Management | Chicago | IL | 05/2021 | 08/2021 |
| Puzzle Wealth Solutions | Shaumburg | IL | 05/2022 | 09/2023 |
| Dundee Crown High School | Carpentersville | IL | 05/2014 | 05/2018 |
| Loras College | Dubuque | IA | 05/2018 | 05/2022 |
| Lpl Financial Llc | Shaumburg | IL | 01/2022 | 09/2023 |
| Gladstone Wealth Partners | Shaumburg | IL | 11/2022 | 09/2023 |
| Rbc Capital Markets, Llc | Chicago | IL | 02/2024 | Present |
| Stella Oak Financial (Northwestern Mutual) | Los Angeles | CA | 10/2023 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-06 |
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