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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED_RES | 2023-03-13 |
Branch Locations
1600 Golf Rd Ci Relationship Management, Rolling Meadows, IL 60008 • 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 |
|---|---|---|---|---|
| Wipfli Financial Advisors, Llc | Madison | WI | 02/2019 | 02/2020 |
| Unemployed | Chicago | IL | 07/2018 | 01/2019 |
| Prime Trading | Chicago | IL | 01/2018 | 06/2018 |
| Traditum | Chicago | IL | 06/2015 | 12/2017 |
| Td Ameritrade | Chicago | IL | 10/2021 | 11/2022 |
| Unemployed | Brooklyn | WI | 02/2020 | 10/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporate | Rolling Meadows | IL | 11/2022 | Present |
| Bank Of America, N.A. | Rolling Meadows | IL | 02/2023 | Present |
I*1482281 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: chicago, Illinois, 60613, United States Nature of business: Position, title, association: Sole owner, Start date of relationship: 9/1/2023 Number of hours devoted: 0 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-08 |
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