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1733 Park Street Suite 350, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-25 |
| TX | RA | APPROVED_RES | 2018-09-25 |
| IL | RA | APPROVED | 2018-09-24 |
Branch Locations
1733 Park Street Suite 350, Naperville, IL 60563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Naperville | IL | 08/1993 | 10/2018 |
| Lantz Financial Llc | Naperville | IL | 05/2017 | Present |
| Private Client Services | Naperville | IL | 10/2018 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-19 |
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