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Current Employers
Morningstar Investment Management Llc

22 West Washington Street, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-06-12
  • IL RA
    APPROVED
    Since 2025-06-12

Branch Locations

22 West Washington Street, Chicago, IL 60602 • United States

Nashville, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson National Life Distributors Llc Franklin TN 10/2018 01/2021
Nashville Center For Rehabilitation And Healing, Llc. Nashville TN 12/2017 09/2018
Trevecca Center For Rehabilitation And Healing, Llc. Nashville TN 10/2017 11/2017
Lincolnshire Health And Rehabilitation Center, Llc. Merrillville IN 05/2016 09/2017
The Leaders Group, Inc. Littleton CO 01/2021 02/2021
Dpl Financial Partners Louisville KY 01/2021 02/2021
Jackson National Life Distributors, Llc Franklin TN 03/2021 11/2023
Morningstar Investment Services Llc Chicago IL 11/2023 Present
  • 10/2018 → 01/2021
    Jackson National Life Distributors Llc
    Franklin, TN
  • 12/2017 → 09/2018
    Nashville Center For Rehabilitation And Healing, Llc.
    Nashville, TN
  • 10/2017 → 11/2017
    Trevecca Center For Rehabilitation And Healing, Llc.
    Nashville, TN
  • 05/2016 → 09/2017
    Lincolnshire Health And Rehabilitation Center, Llc.
    Merrillville, IN
  • 01/2021 → 02/2021
    The Leaders Group, Inc.
    Littleton, CO
  • 01/2021 → 02/2021
    Dpl Financial Partners
    Louisville, KY
  • 03/2021 → 11/2023
    Jackson National Life Distributors, Llc
    Franklin, TN
  • 11/2023 → Present
    Morningstar Investment Services Llc
    Chicago, IL
Previous Registrations
  • 2025-06-12 → 2025-06-16
    Morningstar Investment Services Llc
    Chicago, IL
    Nashville, TN
    Chicago, IL
    Nashville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-11
S63 Uniform Securities Agent State Law Examination 2019-01-24
  • S66 Uniform Combined State Law Examination
    2025-06-11
  • S63 Uniform Securities Agent State Law Examination
    2019-01-24
Other Names
  • Max Schankerman
  • Max Abraham Schankerman

View on SEC IAPD

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