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400 Broadway, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-04-14 |
Branch Locations
15321 South 94Th Ave Suite 101, Orland Park, IL 60462 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gohealth Llc | Chicago | IL | 06/2020 | 07/2024 |
| Allstate | Northbrook | IL | 07/2024 | 12/2025 |
| Western & Southern Life | Orland Park | IL | 01/2026 | Present |
| W&S Brokerage Services, Inc | Orland Park | IL | 04/2026 | Present |
| T-Mobile | Downers Grove | IL | 01/2016 | 06/2020 |
Western & Southern Life - No - Orland Park, IL - Full-time sales agent///Bridgeview Chamber of Commerce, Volunteer Director, 10/15/26, Not Investment Related, 4 hours per month, No compensation///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-30 |
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