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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-12 |
Branch Locations
235 West Rand Road, Mount Prospect, IL 60056 • United States
700 W Euclid Ave, Palatine, IL 60067 • United States
1199 E Higgins Rd, Schaumburg, IL 60173 • 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 |
|---|---|---|---|---|
| Doc B's Fresh Kitchen | Chicago | IL | 07/2017 | 08/2018 |
| Jackson & Hewitt | Chicago | IL | 01/2018 | 04/2018 |
| Triton College | River Grove | IL | 05/2016 | 05/2017 |
| J.P. Morgan Securities, Llc | Skokie | IL | 08/2018 | 06/2022 |
| J.P. Morgan Chase Bank, N.A | Skokie | IL | 08/2018 | 06/2022 |
| Unemployed | Chicago | IL | 06/2017 | 06/2017 |
| The Huntington National Bank | Chicago | IL | 09/2022 | 01/2024 |
| The Huntington Investment Company | Columbus | OH | 04/2023 | 01/2024 |
| Unemployed | Chicago | IL | 07/2022 | 08/2022 |
| Fifth Third Bank | Schaumburg | IL | 01/2024 | Present |
| Fifth Third Securities | Schaumburg | IL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-17 |
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