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233 South Wacker Drive Suite 1800, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-24 |
Branch Locations
Newtown Square, PA • United States
233 South Wacker Drive Suite 1800, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willis Towers Watson | Newtown Square | PA | 06/2014 | Present |
| Kestra Advisory Services, Llc | New York | NY | 04/2016 | 09/2023 |
| Kestra Investment Services, Llc | New York | NY | 02/2016 | 09/2023 |
| Foreside Fund Services, Llc | Newtown Square | PA | 12/2023 | Present |
| Towers Watson Investment Services Inc | Newtown Square | PA | 01/2024 | Present |
Willis Towers Watson; Investment Related; Newtown Square, PA; Began 06/01/2014; Investment consulting; Director; soliciting private funds; 200 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-22 |
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