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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-12-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Illinois School District 204 | Naperville | IL | 08/2004 | 05/2017 |
| Sound Design Incorporated | Plainfield | IL | 05/2017 | 08/2019 |
| Northwestern Mutual | Downers Grove | IL | 05/2020 | 09/2020 |
| Balasa Dinverno Foltz Llc | Itasca | IL | 05/2021 | 03/2023 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2021 |
| Corient | Itasca | IL | 12/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 |
I am a Volunteer Financial Mentor at 3rd Decade, providing participants with generalized pro bono personal financial planning advice. It is located at 4729 E Sunrise Dr., Tucson, AZ, 85718. I started in May 2023. My duties include helping participants think through budgeting, savings, etc. I spend approximately one hour per month in this capacity, none of which are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-22 |
Reach out to this advisor