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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-05 |
Branch Locations
1901 Butterfield Road Suite 100, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Burr Ridge | IL | 08/2019 | 01/2023 |
| J.P. Morgan Securities Llc | Burr Ridge | IL | 08/2019 | 01/2023 |
| The Standard Market, Llc | Naperville | IL | 06/2018 | 10/2018 |
| Illinois State University | Normal | IL | 08/2013 | 05/2019 |
| Chipotle | Bloomington-Normal | IL | 08/2016 | 04/2017 |
| Raymond James Financial Services, Inc. | Downers Grove | IL | 02/2023 | 08/2023 |
| Kane Wealth | Downers Grove | IL | 02/2023 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Oak Brook | IL | 08/2023 | 05/2025 |
| Bank Of America, N.A. | Oak Brook | IL | 09/2023 | 05/2025 |
| Raymond James Financial Services, Inc. | Downers Grove | IL | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Downers Grove | IL | 06/2025 | Present |
(1)Name of Business: hololedger llc Address: 4320 Bronk Corner, PLAINFIELD, IL, 60586-7807, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/08/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and managing member responsible for inventory sourcing, wholesale purchasing, resale operations, marketplace sales, fulfillment, for collectible trading card and hobby merchandise resale business. (2)Name of Business: Kane Wealth Group Address: 1901 Butterfield Rd Ste 100, Downers Grove, IL, 60515-7915, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/05/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Work with Dave Kane as a junior financial advisor, my role is to help assist clients with financial planning and retirement planning. I work with clients along side Dave conducting meetings, reaching out proactively to current clients as well as prospective clients. Licensed advisor, RJFS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-17 |
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