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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-04 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
103 Schelter Road Suite 10, Lincolnshire, IL 60069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Deerfield | IL | 04/2018 | 01/2021 |
| Chess Scholars | Bannockburn | IL | 12/2016 | 03/2018 |
| Carma & Associates, Inc (Dba - Northshore Pet Chef) | Highland Park | IL | 06/2011 | 06/2018 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | 10/2025 |
| Simplicity Wealth | Summit | NJ | 11/2025 | Present |
| Protected Tomorrows | Lincolnshire | IL | 10/2025 | Present |
North Suburban Synagogue Beth El; not investment related; 1175 Sheridan Rd, Highland Park, IL 60035; Volunteer; 01/15/2006; the number of hours you devote to the other business during securities trading hours 0;the approximate number of hours/month you devote to the other business 5. Volunteer for a non-profit community men's group that helps provide programs, assistance, volunteers and other support for the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-02 |
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