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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED | 2026-08-17 |
Branch Locations
225 East Deerpath Road Suite 200, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Deerfield | IL | 08/2021 | 08/2026 |
| Syracuse University | Syracuse | NY | 08/2017 | 06/2021 |
| Lake Forest Highschool | Lake Forest | IL | 08/2013 | 06/2017 |
| Janney Montgomery Scott Llc | Lake Forest | IL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-23 |
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