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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-13 |
Branch Locations
3214 N Broadway St, Chicago, IL 60657 • United States
1953 N Clybourn, Chicago, IL 60614 • United States
5340 N Clark St, Chicago, IL 60640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Chicago | IL | 04/2016 | 04/2018 |
| Lincoln Investment | Fort Washington | PA | 04/2018 | 11/2020 |
| Capital Analysts | Lombard | IL | 04/2018 | 11/2020 |
| Lincoln Investment | Lombard | IL | 04/2018 | 12/2020 |
| Mass Mutual Chicago | Chicago | IL | 04/2016 | 03/2018 |
| Fifth Third Securities | Chicago | IL | 01/2021 | 03/2024 |
| Fifth Third Bank | Chicago | IL | 01/2021 | 03/2024 |
| U.S. Bancorp Investments, Inc. | Chicago | IL | 03/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Chicago | IL | 02/2026 | Present |
Chateau Investments LLC; Investment-related; Chicago, IL; Real Estate; Assistant; Manager; 06/2005; 0 Hours/Month; 0 Hours/Trading; Maintenance upkeep of family owned property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-16 |
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