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700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-05 |
Branch Locations
311 S Wacker Drive Suite 5900, Chicago, IL 60606 • United States
700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Chicago | IL | 11/2021 | 02/2025 |
| Ubs Financial Services | Chicago | IL | 08/2019 | 11/2021 |
| Baxter International | Lisle | IL | 05/2019 | 08/2019 |
| Ubs Financial Services | Chicago | IL | 07/2018 | 05/2019 |
| Loyola University (Chicago) | Chicago | IL | 08/2017 | 05/2018 |
| Black Sheep Golf Club | Sugar Groove | IL | 05/2017 | 08/2017 |
| Loyola University (Chicago) | Chicago | IL | 08/2016 | 05/2017 |
| Rothschild Investment, Llc | Chicago | IL | 02/2025 | Present |
| Rothschild Wealth Llc | Oak Brook | IL | 02/2025 | Present |
ROTHSCHILD WEALTH LLC INVESTMENT ADVISER DESIGN ANALYST/PORTFOLIO SPECIALIST SINCE 02/2025 INVESTMENT RELATED ROTHSCHILD INVESTMENT, LLC BROKER DEALER DESIGN ANALYST SINCE 02/2025 INSURANCE LICENSED LIFE AND HEALTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
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