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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-20 |
Branch Locations
303 E Wacker Dr Ste 1575, Chicago, IL 60601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Illinois Wesleyan University | Bloomington | IL | 08/2015 | 04/2019 |
| Crabtree Financial Services | Bloomington | IL | 01/2019 | 04/2019 |
| Iht Wealth Management | Chicago | IL | 05/2018 | 08/2018 |
| Brassil Construction | Homer Glen | IL | 05/2017 | 08/2017 |
| Lpl Financial | Chicago | IL | 07/2019 | 09/2022 |
| Iht Wealth Management | Chicago | IL | 06/2019 | 07/2019 |
| Iht Wealth Management Llc | Chicago | IL | 07/2019 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 09/2022 | 03/2026 |
| Bank Of America, N.A. | Chicago | IL | 12/2022 | 03/2026 |
| Ameriprise Financial Services Llc | Chicago | IL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-20 |
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