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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-10-03 |
Branch Locations
475 Springfield Ave, Summit, NJ 07901 • United States
7268 Chandan Blvd, Machesney Park, IL 61115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Rockford | IL | 03/2012 | 11/2016 |
| Bank Of America Na | Rockford | IL | 09/2012 | 11/2016 |
| Morgan Stanley | Rockford | IL | 11/2016 | 04/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2016 | 04/2018 |
| Pnc Investments | Pittsburgh | PA | 04/2018 | 08/2018 |
| Tlg Advisors Inc | Littleton | CO | 10/2018 | Present |
| Quest Global | Rockford | IL | 08/2018 | Present |
| Strong Tower Advisors Llc | Machesney | IL | 08/2018 | Present |
1.) Strong Tower Advisors LLC - 8/1/2018 - 6653 Weave Road, Rockford IL 61114 - Sole Member/Partner, LLC created for investment services as a past through entity for IAR Business, Invt Rel, Investment Services Business, 40 hrs/wk; 40 hrs/wk (during trading hours). 2.) Quest Global - 8/1/2018 - 1252 Bell Valley Road, Rockford, IL 61108 - Earned Value Analyst, data and financial analysis, Not Invt Rel, Financial Business, 40 hrs/wk; 40 hrs/wk (during trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-02 |
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