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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-27 |
| TX | RA | APPROVED | 2023-11-27 |
Branch Locations
21925 W. Field Parkway, Suite 206, Deer Park, IL 60010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Education (University Of Southern California) | Los Angeles | CA | 08/2017 | 05/2020 |
| Indiana University | Bloomington | IN | 08/2016 | 05/2017 |
| Ubs | Barrington | IL | 06/2018 | 08/2018 |
| Strategic Wealth Partners | Deerfield | IL | 06/2019 | 08/2019 |
| Arba Finance | Tel Aviv | 01/2019 | 03/2019 | |
| On A Roll Trucking | Buffalo Grove | IL | 06/2017 | 08/2017 |
| Ubs Financial Services Inc. | Weehawken | NJ | 07/2020 | 11/2023 |
| Raymond James & Associates Inc. | Deer Park | IL | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-29 |
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