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231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-09 |
Branch Locations
231 S. Lasalle Street 4Th Floor, Chicago, IL 60604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Chicago | IL | 05/2018 | 08/2019 |
| University Of Iowa | Iowa City | IA | 08/2014 | 06/2018 |
| Lake Forest Bank And Trust | Lake Forest | IL | 05/2017 | 08/2017 |
| Unemployed | Chicago | IL | 09/2019 | 11/2019 |
| Great Lakes Advisors Llc | Chicago | IL | 12/2019 | 01/2025 |
| Lpl Financial Llc | Chicago | IL | 01/2025 | Present |
02/24/2025 - Wintrust Insurance Agency - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:01/01/2024 - 20 hours per month/ 20 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-10-19 |
| S65 | Uniform Investment Adviser Law Examination | 2018-07-28 |
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