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3744 N. Southport Unit G, Chicago, IL 60613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Illinois | Champaign | IL | 08/2015 | 05/2018 |
| St John's Catholic Newman Center | Champaign | IL | 01/2017 | 05/2018 |
| Orgel Wealth Management | Eau Claire | WI | 05/2018 | 07/2019 |
| Sullivan Mermel, Inc. | Chicago | IL | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-15 |
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