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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-04-19 |
Branch Locations
721 Bedford Rd, Morris, IL 60450 • United States
950 Essington Road Suite 2A, Joliet, IL 60435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Midwest Bank | Plainfield | IL | 07/2016 | 02/2022 |
| Mistwood Golf Course / Jpm Golf Properties | Romeoville | IL | 01/2013 | 11/2017 |
| Lpl Financial Llc | Plainfield | IL | 07/2018 | 02/2022 |
| Pursuit Wealth Group | Joliet | IL | 02/2022 | 03/2024 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | 03/2024 |
| Busey Bank | Morris | IL | 05/2021 | 02/2022 |
| Pursuit Wealth Group | Joliet | IL | 03/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | Present |
1. Fixed insurance sales; as of 6/01/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-13 |
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