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1901 N. Roselle Road Suite 800, Schaumburg, IL 60195 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-03-04 |
Branch Locations
1901 N. Roselle Road Suite 800, Schaumburg, IL 60195 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asbury Research Llc | Schaumburg | IL | 07/2023 | Present |
| Northern Trust | Chicago | IL | 05/2015 | 05/2018 |
| Equitrust Life Insurance Company | Chicago | IL | 05/2018 | 04/2020 |
| Allvue Systems | Chicago | IL | 05/2020 | 06/2022 |
| Symetra | Farmington | CT | 06/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
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