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20 N. Martingale Road Suite 450, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-21 |
| FL | RA | APPROVED | 2025-01-21 |
| AZ | RA | APPROVED | 2023-01-25 |
| MT | RA | APPROVED | 2023-01-10 |
| IL | RA | APPROVED | 2017-11-21 |
Branch Locations
20 N. Martingale Road Suite 450, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monere Investments, Inc. | Chicago | IL | 04/2015 | Present |
CHURCH SECRETARY - RECEIVES NO COMPENSATION (1-2 HRS/MO) President of Parent Advisory Board for Schaumburg Christian School - 2 hours per month, no compensation. Golf coach fall season Aug through September, 4 hours a week after work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-07 |
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