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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-10 |
Branch Locations
340 A Street Unit 1, Ashland, OR 97520 • United States
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Juice | Carbondale | CO | 03/2024 | Present |
| Forum Financial Management, Lp | Lombard | IL | 06/2025 | Present |
| Dance Initiative | Carbondale | CO | 01/2020 | 05/2024 |
| Go Go Go Coaching | Carbondale | CO | 04/2019 | 01/2023 |
| Clark's Oyster Bar | Aspen | CO | 10/2019 | 04/2020 |
| Trail Runner Magazine (Big Stone Publishing) | Carbondale | CO | 01/2018 | 06/2019 |
| Fly Water Travel | Ashland | OR | 01/2019 | 01/2020 |
| Freelance Travel Copywriter | Ashland | OR | 01/2019 | 01/2020 |
| Dance Initiative | Carbondale | CO | 04/2018 | 12/2019 |
| Mi Chola | Aspen | CO | 08/2017 | 03/2018 |
| Town Restaurant | Carbondale | CO | 02/2017 | 08/2017 |
| Harvey's Place Restaurant | Ashland | OR | 09/2015 | 12/2016 |
Money Juice; Not investment related; PO Box 1984 Carbondale, CO 81623; Educational; Owner/Educator; 03/2024;10 hours per month; less than 10 hours during securities trading hours; educate clients on personal finance goals and obstacles, as well as handle marketing and administration of the entity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-04 |
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