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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-03 |
Branch Locations
823 Chestnut St, Chattanooga, TN 37402 • United States
8 Patten Parkway, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Millennium Bank | Chattanooga | TN | 03/2021 | Present |
| Student | Chattanooga | TN | 01/2014 | 03/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2025 | Present |
| George Wealth Management | Schaumburg | IL | 05/2025 | Present |
| Taylor Capital Management, Llc | Chattanooga | TN | 04/2026 | Present |
1. Name of other business: Millennium Bank Investment related: No Address: 823 Chestnut St Chattanooga, TN 37402 Nature of business: Community Bank Start date: 03/2021 Position/title/relationship: Credit Analyst Apx number of hours per week: 40 Apx number of hours during trading hours: 30 Brief description of duties: Underwrite customers primarily for the Bank's Small Business/ Consumer Portfolio; 2. NAME OF OTHER BUSINESS: GEORGE WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: TAYLOR CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOLDING LLC; START DATE: 4/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NONE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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