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One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-25 |
Branch Locations
17W110 22Nd St. Suite 700, Oakbrook Terrace, IL 60181 • United States
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curi Capital | Oakbrook Terrace | IL | 04/2025 | Present |
| Glenbard District 87 | Glen Ellyn | IL | 11/2024 | 04/2025 |
| First Student | Villa Park | IL | 04/2024 | 11/2024 |
| Not Employed | Oakbrook Terrace | IL | 11/2023 | 04/2024 |
| Jpmorgan Chase Bank, Na | Downers Grove | IL | 04/2012 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-25 |
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