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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
10 S Dearborn St, Floor 11, Chicago, IL 60603-2300 • United States
370 S Cleveland Ave, Westerville, OH 43081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Chicago | IL | 02/2026 | Present |
| Jpmorgan Chase Bank, N.A. | Chicago | IL | 02/2026 | Present |
| Edward Jones | Naperville | IL | 11/2025 | 01/2026 |
| J.P. Morgan Securities Llc | Chicago | IL | 05/2025 | 11/2025 |
| Unemployed | Elmhurst | IL | 04/2025 | 04/2025 |
| Tidal Financial Group | Oak Brook | IL | 08/2024 | 03/2025 |
| Mowery & Schoenfeld Wealth Management | Lincolnshire | IL | 04/2024 | 07/2024 |
| Invesco | Downers Grove | IL | 08/2021 | 04/2024 |
| Whole Foods | Park Ridge | IL | 04/2019 | 08/2021 |
| Gka Group/Culvers | Franklin Park | IL | 03/2017 | 12/2019 |
| Transform Holdings Llc/Kmart | Norridge | IL | 03/2017 | 05/2017 |
| Unemployed | River Grove | IL | 11/2016 | 02/2017 |
| Kroger/Marianos | Park Ridge | IL | 03/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-10 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-01 |
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