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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| IL | RA | APPROVED | 2022-02-15 |
Branch Locations
101 W. 22Nd Street Suite 200, Lombard, IL 60148 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Clubhouse | Oak Brook | IL | 11/2012 | 12/2021 |
| Rockstar Rodeo | Chicago | IL | 11/2018 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | Present |
| Garrett Consulting | Lombard | IL | 02/2022 | Present |
| Garrett Consulting | Lombard | IL | 03/2021 | 02/2022 |
1. Musical Performer, Located at 2105 South Spring Rd, Oak Brook, IL, as of 03/01/2022; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Fixed insurance sales; Located at 101 West 22nd Street, Suite 200, Lombard, IL 60148, as of 07/01/2024; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-16 |
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