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100 Coliseum Drive, Cohoes, NY 12047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-09-28 |
Branch Locations
540 Lake Cook Rd Ste 600, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Forest College | Lake Forest | IL | 08/2017 | 05/2021 |
| Avon Old Farms | Avon | CT | 08/2015 | 06/2017 |
| Goldman Sachs Ayco Personal Financial Management | Deerfield | IL | 06/2021 | Present |
| Vh Valuations | Chicago | IL | 03/2021 | 05/2021 |
| Lake Forest College | Lake Forest | IL | 05/2020 | 08/2020 |
| Vh Valuations | Chicago | IL | 07/2019 | 08/2019 |
| Faro Advisory | Chicago | IL | 06/2019 | 08/2019 |
| Depfi/Mosendo | Remote | IL | 05/2019 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-24 |
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